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Advisornet Financial’s Perimeter Solutions PRM Stock Holding History

Advisornet Financial’s Portfolio PRM Stock Details PRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,285
Closed -$31.8K – 2165
2024
Q1 		$31.8K Hold
4,285
– – ﹤0.01% 947
2023
Q4 		$19.7K Hold
4,285
– – ﹤0.01% 1087
2023
Q3 		$19.5K Hold
4,285
– – ﹤0.01% 1039
2023
Q2 		$26.4K Buy
+4,285
New +$28.7K ﹤0.01% 997

Other funds holding PRM

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
ECM
Ensemble Capital Management San Francisco, California $1.18B AUM 41.81% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Advisornet Financial's PRM Position: Q2 2024 in Review

Advisornet Financial sold out of Perimeter Solutions (PRM) in Q2 2024, closing a stake of 4,285 shares — an estimated $31.8K sold.

Advisornet Financial first reported a position in PRM in Q2 2023 and held it in 4 quarters. The position peaked at $31.8K in Q1 2024. 150 funds tracked by Wall St. Rank hold PRM as of Q2 2024.

  • Advisornet Financial reported no remaining Perimeter Solutions position as of Q2 2024 after selling out during the quarter.
  • Advisornet Financial sold 4,285 Perimeter Solutions shares in Q2 2024, an estimated $31.8K.
  • Advisornet Financial first reported a position in Perimeter Solutions in Q2 2023 and held it in 4 quarters.
  • Advisornet Financial's Perimeter Solutions position peaked at $31.8K in Q1 2024.
  • 150 funds tracked by Wall St. Rank held Perimeter Solutions as of Q2 2024.

Based on Advisornet Financial's 13F filing for Q2 2024, filed 16 Jul 2024.