Brandywine Global Investment Management’s Perella Weinberg Partners PWP Stock Holding History

Brandywine Global Investment 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
2024 Q1	–	Sell	-90,790	Closed	-$1.11M	–	736
2023 Q4	$1.11M	Sell	90,790 -9,504	-9%	-$104K	0.01%	636
2023 Q3	$1.02M	Sell	100,294 -1,596	-2%	-$16.2K	0.01%	630
2023 Q2	$849K	Hold	101,890	–	–	0.01%	639
2023 Q1	$927K	Buy	101,890 +43,327	+74%	+$433K	0.01%	652
2022 Q4	$574K	Buy	+58,563	New	+$501K	﹤0.01%	674

Other funds holding PWP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Brandywine Global Investment Management's PWP Position: Q1 2024 in Review

Brandywine Global Investment Management sold out of Perella Weinberg Partners (PWP) in Q1 2024, closing a stake of 90,790 shares — an estimated $1.11M sold.

Brandywine Global Investment Management first reported a position in PWP in Q4 2022 and held it in 5 quarters. The position peaked at $1.11M in Q4 2023. 146 funds tracked by Wall St. Rank hold PWP as of Q1 2024.

Brandywine Global Investment Management reported no remaining Perella Weinberg Partners position as of Q1 2024 after selling out during the quarter.
Brandywine Global Investment Management sold 90,790 Perella Weinberg Partners shares in Q1 2024, an estimated $1.11M.
Brandywine Global Investment Management first reported a position in Perella Weinberg Partners in Q4 2022 and held it in 5 quarters.
Brandywine Global Investment Management's Perella Weinberg Partners position peaked at $1.11M in Q4 2023.
146 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2024.

Based on Brandywine Global Investment Management's 13F filing for Q1 2024, filed 13 May 2024.