Bogart Wealth LLC’s Perimeter Solutions PRM Stock Holding History

Bogart Wealth LLC’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
2025 Q1	–	Sell	-53	Closed	-$677	–	1495
2024 Q4	$677	Buy	+53	New	+$692	﹤0.01%	1246

Other funds holding PRM

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bogart Wealth LLC's PRM Position: Q1 2025 in Review

Bogart Wealth LLC sold out of Perimeter Solutions (PRM) in Q1 2025, closing a stake of 53 shares — an estimated $677 sold.

Bogart Wealth LLC first reported a position in PRM in Q4 2024 and held it in 1 quarter. The position peaked at $677 in Q4 2024. 223 funds tracked by Wall St. Rank hold PRM as of Q1 2025.

Bogart Wealth LLC reported no remaining Perimeter Solutions position as of Q1 2025 after selling out during the quarter.
Bogart Wealth LLC sold 53 Perimeter Solutions shares in Q1 2025, an estimated $677.
Bogart Wealth LLC first reported a position in Perimeter Solutions in Q4 2024 and held it in 1 quarter.
Bogart Wealth LLC's Perimeter Solutions position peaked at $677 in Q4 2024.
223 funds tracked by Wall St. Rank held Perimeter Solutions as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.