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Baker Tilly Wealth Management’s Perimeter Solutions PRM Stock Holding History

Baker Tilly Wealth Management’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
2023
Q3 		– Sell
-14,085
Closed -$86.6K – 531
2023
Q2 		$86.6K Buy
14,085
+123
+0.9% +$824 0.01% 535
2023
Q1 		$113K Sell
13,962
-691
-5% -$5.96K 0.01% 531
2022
Q4 		$134K Buy
+14,653
New +$129K 0.02% 518

Other funds holding PRM

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
ECM
Ensemble Capital Management San Francisco, California $1.18B AUM 41.81% 1-Year Est. Return

Baker Tilly Wealth Management's PRM Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Perimeter Solutions (PRM) in Q3 2023, closing a stake of 14,085 shares — an estimated $86.6K sold.

Baker Tilly Wealth Management first reported a position in PRM in Q4 2022 and held it in 3 quarters. The position peaked at $134K in Q4 2022. 142 funds tracked by Wall St. Rank hold PRM as of Q3 2023.

  • Baker Tilly Wealth Management reported no remaining Perimeter Solutions position as of Q3 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 14,085 Perimeter Solutions shares in Q3 2023, an estimated $86.6K.
  • Baker Tilly Wealth Management first reported a position in Perimeter Solutions in Q4 2022 and held it in 3 quarters.
  • Baker Tilly Wealth Management's Perimeter Solutions position peaked at $134K in Q4 2022.
  • 142 funds tracked by Wall St. Rank held Perimeter Solutions as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.