WWA
PSQH icon

Wingate Wealth Advisors’s PSQ Holdings PSQH Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-65
Closed -$4.44K – 334
2024
Q4 		$4.44K Buy
+65
New +$3.06K ﹤0.01% 393

Other funds holding PSQH

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
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Wingate Wealth Advisors's PSQH Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of PSQ Holdings (PSQH) in Q1 2025, closing a stake of 65 shares — an estimated $4.44K sold.

Wingate Wealth Advisors first reported a position in PSQH in Q4 2024 and held it in 1 quarter. The position peaked at $4.44K in Q4 2024. 71 funds tracked by Wall St. Rank hold PSQH as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining PSQ Holdings position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 65 PSQ Holdings shares in Q1 2025, an estimated $4.44K.
  • Wingate Wealth Advisors first reported a position in PSQ Holdings in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's PSQ Holdings position peaked at $4.44K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held PSQ Holdings as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.