JFS Wealth Advisors’s PowerSchool Holdings, Inc. PWSC Stock Holding History

JFS Wealth Advisors’s Portfolio PWSC Stock Details PWSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-27	Closed	-$616	–	2014
2024 Q3	$616	Hold	27	–	–	﹤0.01%	1769
2024 Q2	$605	Buy	27 +22	+440%	+$444	﹤0.01%	1777
2024 Q1	$107	Hold	5	–	–	﹤0.01%	1945
2023 Q4	$118	Sell	5 -1	-17%	-$22	﹤0.01%	1948
2023 Q3	$136	Buy	6 +1	+20%	+$22	﹤0.01%	1889
2023 Q2	$96	Buy	+5	New	+$96	﹤0.01%	1926

Other funds holding PWSC

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JFS Wealth Advisors's PWSC Position: Q4 2024 in Review

JFS Wealth Advisors sold out of PowerSchool Holdings, Inc. (PWSC) in Q4 2024, closing a stake of 27 shares — an estimated $616 sold.

JFS Wealth Advisors first reported a position in PWSC in Q2 2023 and held it in 6 quarters. The position peaked at $616 in Q3 2024. 1 fund tracked by Wall St. Rank holds PWSC as of Q4 2024.

JFS Wealth Advisors reported no remaining PowerSchool Holdings, Inc. position as of Q4 2024 after selling out during the quarter.
JFS Wealth Advisors sold 27 PowerSchool Holdings, Inc. shares in Q4 2024, an estimated $616.
JFS Wealth Advisors first reported a position in PowerSchool Holdings, Inc. in Q2 2023 and held it in 6 quarters.
JFS Wealth Advisors's PowerSchool Holdings, Inc. position peaked at $616 in Q3 2024.
1 fund tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.