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Bluefin Capital Management’s Perella Weinberg Partners PWP Stock Holding History

Bluefin Capital Management’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
2021
Q1 		– Sell
-10,996
Closed -$124K – 935
2020
Q4 		$124K Buy
+10,996
New +$115K 0.01% 487

Other funds holding PWP

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WHG
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bluefin Capital Management's PWP Position: Q1 2021 in Review

Bluefin Capital Management sold out of Perella Weinberg Partners (PWP) in Q1 2021, closing a stake of 10,996 shares — an estimated $124K sold.

Bluefin Capital Management first reported a position in PWP in Q4 2020 and held it in 1 quarter. The position peaked at $124K in Q4 2020. 40 funds tracked by Wall St. Rank hold PWP as of Q1 2021.

  • Bluefin Capital Management reported no remaining Perella Weinberg Partners position as of Q1 2021 after selling out during the quarter.
  • Bluefin Capital Management sold 10,996 Perella Weinberg Partners shares in Q1 2021, an estimated $124K.
  • Bluefin Capital Management first reported a position in Perella Weinberg Partners in Q4 2020 and held it in 1 quarter.
  • Bluefin Capital Management's Perella Weinberg Partners position peaked at $124K in Q4 2020.
  • 40 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2021.

Based on Bluefin Capital Management's 13F filing for Q1 2021, filed 17 May 2021.