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GeoWealth Management’s Perimeter Solutions PRM Stock Holding History

GeoWealth Management’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
2024
Q4 		– Sell
-3,569
Closed -$48K – 1865
2024
Q3 		$48K Buy
+3,569
New +$37K ﹤0.01% 1081

Other funds holding PRM

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

GeoWealth Management's PRM Position: Q4 2024 in Review

GeoWealth Management sold out of Perimeter Solutions (PRM) in Q4 2024, closing a stake of 3,569 shares — an estimated $48K sold.

GeoWealth Management first reported a position in PRM in Q3 2024 and held it in 1 quarter. The position peaked at $48K in Q3 2024. 206 funds tracked by Wall St. Rank hold PRM as of Q4 2024.

  • GeoWealth Management reported no remaining Perimeter Solutions position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 3,569 Perimeter Solutions shares in Q4 2024, an estimated $48K.
  • GeoWealth Management first reported a position in Perimeter Solutions in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's Perimeter Solutions position peaked at $48K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Perimeter Solutions as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.