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Dynamic Technology Lab’s Perella Weinberg Partners PWP Stock Holding History

Dynamic Technology Lab’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
2025
Q3 		– Sell
-18,267
Closed -$355K – 1136
2025
Q2 		$355K Sell
18,267
-22,144
-55% -$391K 0.05% 633
2025
Q1 		$743K Buy
40,411
+24,291
+151% +$551K 0.11% 313
2024
Q4 		$385K Sell
16,120
-4,060
-20% -$94.2K 0.06% 551
2024
Q3 		$389K Buy
+20,180
New +$370K 0.04% 644
2024
Q2 		– Sell
-17,699
Closed -$250K – 1297
2024
Q1 		$250K Buy
+17,699
New +$222K 0.03% 846

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dynamic Technology Lab's PWP Position: Q3 2025 in Review

Dynamic Technology Lab sold out of Perella Weinberg Partners (PWP) in Q3 2025, closing a stake of 18,267 shares — an estimated $355K sold.

Dynamic Technology Lab first reported a position in PWP in Q1 2024 and held it in 5 quarters. The position peaked at $743K in Q1 2025. 165 funds tracked by Wall St. Rank hold PWP as of Q3 2025.

  • Dynamic Technology Lab reported no remaining Perella Weinberg Partners position as of Q3 2025 after selling out during the quarter.
  • Dynamic Technology Lab sold 18,267 Perella Weinberg Partners shares in Q3 2025, an estimated $355K.
  • Dynamic Technology Lab first reported a position in Perella Weinberg Partners in Q1 2024 and held it in 5 quarters.
  • Dynamic Technology Lab's Perella Weinberg Partners position peaked at $743K in Q1 2025.
  • 165 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2025.

Based on Dynamic Technology Lab's 13F filing for Q3 2025, filed 13 Nov 2025.