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Model N shares owned by Portfolio Strategies

Quarter-by-quarter ownership of Model N (MODN) shares owned by Portfolio Strategies from 13F filings

Historical chart of Portfolio Strategies investment in Model N

Tip: Access up to 7 years of quarterly data

All positions including Model N held by Portfolio Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Model N by Portfolio Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $219k 7.7k 28.47

More positions owned by Portfolio Strategies

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
JPMorgan Chase & Co. (JPM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Portfolio Strategies

Top funds holding Model N

BlackRock
Conestoga Capital Advisors
Neuberger Berman Group
Artisan Partners Limited Partnership
ClearBridge Advisors
Vanguard Group
Riverbrige Partners
T. Rowe Price Investment Management
First Light Asset Management
Ranger Investment Management
Geode Capital Management
Bares Capital Management
Stephens Investment Management Group
Irenic Capital Management
Dimensional Fund Advisors

View all funds holding Model N