Mark Sheptoff Financial Planning’s Paysafe PSFE Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio PSFE Stock Details PSFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-13	Closed	-$205	–	442
2024 Q1	$205	Hold	13	–	–	﹤0.01%	391
2023 Q4	$166	Hold	13	–	–	﹤0.01%	387
2023 Q3	$156	Hold	13	–	–	﹤0.01%	373
2023 Q2	$131	Hold	13	–	–	﹤0.01%	383
2023 Q1	$225	Hold	13	–	–	﹤0.01%	377
2022 Q4	$181	Hold	13	–	–	﹤0.01%	385
2022 Q3	$0	Hold	13	–	–	﹤0.01%	393
2022 Q2	$0	Hold	13	–	–	﹤0.01%	420
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	417
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	447
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	387
2021 Q2	$2K	Hold	13	–	–	﹤0.01%	393
2021 Q1	$2K	Buy	+13	New	+$2.11K	﹤0.01%	351

Other funds holding PSFE

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Mark Sheptoff Financial Planning's PSFE Position: Q2 2024 in Review

Mark Sheptoff Financial Planning sold out of Paysafe (PSFE) in Q2 2024, closing a stake of 13 shares — an estimated $205 sold.

Mark Sheptoff Financial Planning first reported a position in PSFE in Q1 2021 and held it in 13 quarters. The position peaked at $2K in Q2 2021. 125 funds tracked by Wall St. Rank hold PSFE as of Q2 2024.

Mark Sheptoff Financial Planning reported no remaining Paysafe position as of Q2 2024 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 13 Paysafe shares in Q2 2024, an estimated $205.
Mark Sheptoff Financial Planning first reported a position in Paysafe in Q1 2021 and held it in 13 quarters.
Mark Sheptoff Financial Planning's Paysafe position peaked at $2K in Q2 2021.
125 funds tracked by Wall St. Rank held Paysafe as of Q2 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2024, filed 12 Aug 2024.