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Rockbridge Investment Management’s Paysafe PSFE Stock Holding History

Rockbridge Investment Management’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
2021
Q2 		– Sell
-93
Closed -$15K – 751
2021
Q1 		$15K Buy
+93
New +$15.1K ﹤0.01% 456

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TP
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FPM
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SCM
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NCMU
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AL
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockbridge Investment Management's PSFE Position: Q2 2021 in Review

Rockbridge Investment Management sold out of Paysafe (PSFE) in Q2 2021, closing a stake of 93 shares — an estimated $15K sold.

Rockbridge Investment Management first reported a position in PSFE in Q1 2021 and held it in 1 quarter. The position peaked at $15K in Q1 2021. 211 funds tracked by Wall St. Rank hold PSFE as of Q2 2021.

  • Rockbridge Investment Management reported no remaining Paysafe position as of Q2 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 93 Paysafe shares in Q2 2021, an estimated $15K.
  • Rockbridge Investment Management first reported a position in Paysafe in Q1 2021 and held it in 1 quarter.
  • Rockbridge Investment Management's Paysafe position peaked at $15K in Q1 2021.
  • 211 funds tracked by Wall St. Rank held Paysafe as of Q2 2021.

Based on Rockbridge Investment Management's 13F filing for Q2 2021, filed 5 Aug 2021.