Mount Yale Investment Advisors’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Mount Yale Investment 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 Q3	–	Sell	-10,512	Closed	-$235K	–	614
2024 Q2	$235K	Sell	10,512 -150	-1%	-$3.02K	0.02%	493
2024 Q1	$227K	Sell	10,662 -1,710	-14%	-$38.8K	0.02%	499
2023 Q4	$291K	Buy	12,372 +1,481	+14%	+$32.6K	0.03%	415
2023 Q3	$247K	Sell	10,891 -315	-3%	-$6.9K	0.03%	428
2023 Q2	$214K	Buy	11,206 +770	+7%	+$14.7K	0.02%	453
2023 Q1	$207K	Sell	10,436 -85	-0.8%	-$1.86K	0.02%	458
2022 Q4	$243K	Buy	10,521 +164	+2%	+$3.21K	0.03%	397
2022 Q3	$173K	Buy	+10,357	New	+$167K	0.02%	429

Other funds holding PWSC

VEPM

Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

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

CGIC

Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

OBAM

ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Mount Yale Investment Advisors's PWSC Position: Q3 2024 in Review

Mount Yale Investment Advisors sold out of PowerSchool Holdings, Inc. (PWSC) in Q3 2024, closing a stake of 10,512 shares — an estimated $235K sold.

Mount Yale Investment Advisors first reported a position in PWSC in Q3 2022 and held it in 8 quarters. The position peaked at $291K in Q4 2023. 135 funds tracked by Wall St. Rank hold PWSC as of Q3 2024.

Mount Yale Investment Advisors reported no remaining PowerSchool Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Mount Yale Investment Advisors sold 10,512 PowerSchool Holdings, Inc. shares in Q3 2024, an estimated $235K.
Mount Yale Investment Advisors first reported a position in PowerSchool Holdings, Inc. in Q3 2022 and held it in 8 quarters.
Mount Yale Investment Advisors's PowerSchool Holdings, Inc. position peaked at $291K in Q4 2023.
135 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q3 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.