CPA
PRM icon

Capital Performance Advisors’s Perimeter Solutions PRM Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-209
Closed -$2.81K – 2038
2024
Q3 		$2.81K Buy
+209
New +$2.17K ﹤0.01% 1389

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Capital Performance Advisors's PRM Position: Q4 2024 in Review

Capital Performance Advisors sold out of Perimeter Solutions (PRM) in Q4 2024, closing a stake of 209 shares — an estimated $2.81K sold.

Capital Performance Advisors first reported a position in PRM in Q3 2024 and held it in 1 quarter. The position peaked at $2.81K in Q3 2024. 206 funds tracked by Wall St. Rank hold PRM as of Q4 2024.

  • Capital Performance Advisors reported no remaining Perimeter Solutions position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 209 Perimeter Solutions shares in Q4 2024, an estimated $2.81K.
  • Capital Performance Advisors first reported a position in Perimeter Solutions in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Perimeter Solutions position peaked at $2.81K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Perimeter Solutions as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.