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Concord Wealth Partners’s Perimeter Solutions PRM Stock Holding History

Concord Wealth Partners’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
-44
Closed -$562 – 935
2024
Q4 		$562 Hold
44
– – ﹤0.01% 854
2024
Q3 		$592 Buy
+44
New +$456 ﹤0.01% 885

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BlackRock
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Vanguard Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Corient Private Wealth
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
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

Concord Wealth Partners's PRM Position: Q1 2025 in Review

Concord Wealth Partners sold out of Perimeter Solutions (PRM) in Q1 2025, closing a stake of 44 shares — an estimated $562 sold.

Concord Wealth Partners first reported a position in PRM in Q3 2024 and held it in 2 quarters. The position peaked at $592 in Q3 2024. 223 funds tracked by Wall St. Rank hold PRM as of Q1 2025.

  • Concord Wealth Partners reported no remaining Perimeter Solutions position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 44 Perimeter Solutions shares in Q1 2025, an estimated $562.
  • Concord Wealth Partners first reported a position in Perimeter Solutions in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Perimeter Solutions position peaked at $592 in Q3 2024.
  • 223 funds tracked by Wall St. Rank held Perimeter Solutions as of Q1 2025.

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