William Blair & Company
PSY

William Blair & Company’s Defiance Next Gen Altered Experience ETF PSY Stock Holding History

William Blair & Company’s Portfolio PSY Stock Details PSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-500
Closed -$2K – 1917
2022
Q2 		$2K Hold
500
– – ﹤0.01% 1845
2022
Q1 		$4K Buy
+500
New +$4.83K ﹤0.01% 1871

Other funds holding PSY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

William Blair & Company's PSY Position: Q3 2022 in Review

William Blair & Company sold out of Defiance Next Gen Altered Experience ETF (PSY) in Q3 2022, closing a stake of 500 shares — an estimated $2K sold.

William Blair & Company first reported a position in PSY in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 1 fund tracked by Wall St. Rank holds PSY as of Q3 2022.

  • William Blair & Company reported no remaining Defiance Next Gen Altered Experience ETF position as of Q3 2022 after selling out during the quarter.
  • William Blair & Company sold 500 Defiance Next Gen Altered Experience ETF shares in Q3 2022, an estimated $2K.
  • William Blair & Company first reported a position in Defiance Next Gen Altered Experience ETF in Q1 2022 and held it in 2 quarters.
  • William Blair & Company's Defiance Next Gen Altered Experience ETF position peaked at $4K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Defiance Next Gen Altered Experience ETF as of Q3 2022.

Based on William Blair & Company's 13F filing for Q3 2022, filed 9 Nov 2022.