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Carolina Wealth Advisors’s Perimeter Solutions PRM Stock Holding History

Carolina Wealth 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
2025
Q3 		– Sell
-75
Closed -$1.04K – 281
2025
Q2 		$1.04K Hold
75
– – ﹤0.01% 238
2025
Q1 		$755 Hold
75
– – ﹤0.01% 256
2024
Q4 		$959 Hold
75
– – ﹤0.01% 264
2024
Q3 		$1.01K Buy
+75
New +$777 ﹤0.01% 304

Other funds holding PRM

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Carolina Wealth Advisors's PRM Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Perimeter Solutions (PRM) in Q3 2025, closing a stake of 75 shares — an estimated $1.04K sold.

Carolina Wealth Advisors first reported a position in PRM in Q3 2024 and held it in 4 quarters. The position peaked at $1.04K in Q2 2025. 237 funds tracked by Wall St. Rank hold PRM as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Perimeter Solutions position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 75 Perimeter Solutions shares in Q3 2025, an estimated $1.04K.
  • Carolina Wealth Advisors first reported a position in Perimeter Solutions in Q3 2024 and held it in 4 quarters.
  • Carolina Wealth Advisors's Perimeter Solutions position peaked at $1.04K in Q2 2025.
  • 237 funds tracked by Wall St. Rank held Perimeter Solutions as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.