New York Life Investment Management’s PowerSchool Holdings, Inc. PWSC Stock Holding History

New York Life Investment Management’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 Q1	–	Sell	-17,425	Closed	-$411K	–	1566
2023 Q4	$411K	Sell	17,425 -511	-3%	-$11.2K	﹤0.01%	972
2023 Q3	$406K	Sell	17,936 -2,858	-14%	-$62.6K	﹤0.01%	858
2023 Q2	$398K	Sell	20,794 -3,495	-14%	-$66.8K	﹤0.01%	1018
2023 Q1	$481K	Buy	+24,289	New	+$532K	0.01%	871

Other funds holding PWSC

VEPM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

New York Life Investment Management's PWSC Position: Q1 2024 in Review

New York Life Investment Management sold out of PowerSchool Holdings, Inc. (PWSC) in Q1 2024, closing a stake of 17,425 shares — an estimated $411K sold.

New York Life Investment Management first reported a position in PWSC in Q1 2023 and held it in 4 quarters. The position peaked at $481K in Q1 2023. 192 funds tracked by Wall St. Rank hold PWSC as of Q1 2024.

New York Life Investment Management reported no remaining PowerSchool Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 17,425 PowerSchool Holdings, Inc. shares in Q1 2024, an estimated $411K.
New York Life Investment Management first reported a position in PowerSchool Holdings, Inc. in Q1 2023 and held it in 4 quarters.
New York Life Investment Management's PowerSchool Holdings, Inc. position peaked at $481K in Q1 2023.
192 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.