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Tyler-Stone Wealth Management’s PSQ Holdings PSQH Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-47
Closed -$2.64K – 783
2024
Q2 		$2.64K Hold
47
– – ﹤0.01% 829
2024
Q1 		$3.77K Hold
47
– – ﹤0.01% 783
2023
Q4 		$3.67K Hold
47
– – ﹤0.01% 760
2023
Q3 		$6K Buy
+47
New +$8.37K ﹤0.01% 692

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
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Tyler-Stone Wealth Management's PSQH Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of PSQ Holdings (PSQH) in Q3 2024, closing a stake of 47 shares — an estimated $2.64K sold.

Tyler-Stone Wealth Management first reported a position in PSQH in Q3 2023 and held it in 4 quarters. The position peaked at $6K in Q3 2023. 51 funds tracked by Wall St. Rank hold PSQH as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining PSQ Holdings position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 47 PSQ Holdings shares in Q3 2024, an estimated $2.64K.
  • Tyler-Stone Wealth Management first reported a position in PSQ Holdings in Q3 2023 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's PSQ Holdings position peaked at $6K in Q3 2023.
  • 51 funds tracked by Wall St. Rank held PSQ Holdings as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.