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Laurel Wealth Advisors (North Carolina)’s PSQ Holdings PSQH Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio PSQH Stock Details PSQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3
Closed -$189 – 740
2024
Q2 		$189 Hold
3
– – ﹤0.01% 630
2024
Q1 		$269 Hold
3
– – ﹤0.01% 616
2023
Q4 		$262 Hold
3
– – ﹤0.01% 555
2023
Q3 		$454 Buy
+3
New +$534 ﹤0.01% 545

Other funds holding PSQH

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Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s PSQH Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of PSQ Holdings (PSQH) in Q3 2024, closing a stake of 3 shares — an estimated $189 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PSQH in Q3 2023 and held it in 4 quarters. The position peaked at $454 in Q3 2023. 51 funds tracked by Wall St. Rank hold PSQH as of Q3 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining PSQ Holdings position as of Q3 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 3 PSQ Holdings shares in Q3 2024, an estimated $189.
  • Laurel Wealth Advisors (North Carolina) first reported a position in PSQ Holdings in Q3 2023 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s PSQ Holdings position peaked at $454 in Q3 2023.
  • 51 funds tracked by Wall St. Rank held PSQ Holdings as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.