AAP
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Arax Advisory Partners’s Perella Weinberg Partners PWP Stock Holding History

Arax Advisory Partners’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.84K Sell
542
-133
-20% -$2.61K ﹤0.01% 2449
2025
Q4 		$11.7K Sell
675
-162
-19% -$3.02K ﹤0.01% 2389
2025
Q3 		$17.8K Buy
837
+782
+1,422% +$16.7K ﹤0.01% 2316
2025
Q2 		$1.07K Sell
55
-189
-77% -$3.34K ﹤0.01% 2752
2025
Q1 		$4.49K Sell
244
-350
-59% -$7.94K ﹤0.01% 1818
2024
Q4 		$14.2K Sell
594
-5
-0.8% -$116 ﹤0.01% 1358
2024
Q3 		$11.6K Sell
599
-19
-3% -$349 ﹤0.01% 1341
2024
Q2 		$10K Buy
618
+583
+1,666% +$8.8K ﹤0.01% 1272
2024
Q1 		$494 Buy
+35
New +$440 ﹤0.01% 1236

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N
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VCM
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Adage Capital Partners
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Capital World Investors
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return