WoodTrust Financial’s PowerSchool Holdings, Inc. PWSC Stock Holding History

WoodTrust Financial’s Portfolio PWSC Stock Details PWSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-31,500	Closed	-$671	–	178
2024 Q1	$671	Buy	31,500 +6,200	+25%	+$141K	0.11%	102
2023 Q4	$596K	Hold	25,300	–	–	0.1%	99
2023 Q3	$573K	Hold	25,300	–	–	0.11%	100
2023 Q2	$485K	Buy	+25,300	New	+$483K	0.09%	104
2023 Q1	–	Sell	-9,500	Closed	-$219K	–	157
2022 Q4	$219K	Buy	+9,500	New	+$186K	0.05%	140

Other funds holding PWSC

VEPM

Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

WoodTrust Financial's PWSC Position: Q2 2024 in Review

WoodTrust Financial sold out of PowerSchool Holdings, Inc. (PWSC) in Q2 2024, closing a stake of 31,500 shares — an estimated $671 sold.

WoodTrust Financial first reported a position in PWSC in Q4 2022 and held it in 5 quarters. The position peaked at $596K in Q4 2023. 191 funds tracked by Wall St. Rank hold PWSC as of Q2 2024.

WoodTrust Financial reported no remaining PowerSchool Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
WoodTrust Financial sold 31,500 PowerSchool Holdings, Inc. shares in Q2 2024, an estimated $671.
WoodTrust Financial first reported a position in PowerSchool Holdings, Inc. in Q4 2022 and held it in 5 quarters.
WoodTrust Financial's PowerSchool Holdings, Inc. position peaked at $596K in Q4 2023.
191 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q2 2024.

Based on WoodTrust Financial's 13F filing for Q2 2024, filed 13 Aug 2024.