Clark Capital Management Group’s Perella Weinberg Partners PWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-203,941
Closed -$3.75M 463
2025
Q1
$3.75M Buy
203,941
+29,438
+17% +$542K 0.03% 219
2024
Q4
$4.16M Buy
+174,503
New +$4.16M 0.03% 210