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Credit Suisse’s Perella Weinberg Partners PWP Stock Holding History

Credit Suisse’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 		$546K Hold
38,608
– – ﹤0.01% 2602
2023
Q4 		$472K Buy
38,608
+1,919
+5% +$20.9K ﹤0.01% 2755
2023
Q3 		$373K Sell
36,689
-16,106
-31% -$164K ﹤0.01% 2842
2023
Q2 		$440K Buy
52,795
+15,108
+40% +$125K ﹤0.01% 2845
2023
Q1 		$343K Buy
37,687
+402
+1% +$4.02K ﹤0.01% 2941
2022
Q4 		$365K Buy
37,285
+10,611
+40% +$90.8K ﹤0.01% 2941
2022
Q3 		$168K Buy
26,674
+3,140
+13% +$22.3K ﹤0.01% 3306
2022
Q2 		$138K Sell
23,534
-2,716
-10% -$19.6K ﹤0.01% 3452
2022
Q1 		$248K Buy
26,250
+5,030
+24% +$53.6K ﹤0.01% 3300
2021
Q4 		$272K Buy
+21,220
New +$279K ﹤0.01% 4161

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Credit Suisse's PWP Position: Q1 2024 in Review

Credit Suisse held its Perella Weinberg Partners (PWP) position steady in Q1 2024 at 38,608 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

Credit Suisse first reported a position in PWP in Q4 2021 and has held it in 10 quarters since. 146 funds tracked by Wall St. Rank hold PWP as of Q1 2024.

  • Credit Suisse held 38,608 shares of Perella Weinberg Partners worth $546K as of Q1 2024.
  • Credit Suisse left its Perella Weinberg Partners share count unchanged in Q1 2024.
  • Perella Weinberg Partners made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2602 holding.
  • Credit Suisse first reported a position in Perella Weinberg Partners in Q4 2021 and has held it in 10 quarters since.
  • 146 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.