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Stonebridge Capital Advisors’s PSQ Holdings PSQH Stock Holding History

Stonebridge Capital Advisors’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
2023
Q4 		– Sell
-17
Closed -$2.27K – 687
2023
Q3 		$2.27K Buy
+17
New +$3.03K ﹤0.01% 797

Other funds holding PSQH

AWM
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JCM
JAT Capital Management Greenwich, Connecticut $59.3M AUM 134.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return

Stonebridge Capital Advisors's PSQH Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of PSQ Holdings (PSQH) in Q4 2023, closing a stake of 17 shares — an estimated $2.27K sold.

Stonebridge Capital Advisors first reported a position in PSQH in Q3 2023 and held it in 1 quarter. The position peaked at $2.27K in Q3 2023. 54 funds tracked by Wall St. Rank hold PSQH as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining PSQ Holdings position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 17 PSQ Holdings shares in Q4 2023, an estimated $2.27K.
  • Stonebridge Capital Advisors first reported a position in PSQ Holdings in Q3 2023 and held it in 1 quarter.
  • Stonebridge Capital Advisors's PSQ Holdings position peaked at $2.27K in Q3 2023.
  • 54 funds tracked by Wall St. Rank held PSQ Holdings as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.