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Glassman Wealth Services’s Perimeter Solutions PRM Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-708
Closed -$3.26K – 1409
2023
Q4 		$3.26K Buy
+708
New +$2.72K ﹤0.01% 1195

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
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
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
ECM
Ensemble Capital Management San Francisco, California $1.18B AUM 41.81% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Glassman Wealth Services's PRM Position: Q1 2024 in Review

Glassman Wealth Services sold out of Perimeter Solutions (PRM) in Q1 2024, closing a stake of 708 shares — an estimated $3.26K sold.

Glassman Wealth Services first reported a position in PRM in Q4 2023 and held it in 1 quarter. The position peaked at $3.26K in Q4 2023. 162 funds tracked by Wall St. Rank hold PRM as of Q1 2024.

  • Glassman Wealth Services reported no remaining Perimeter Solutions position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 708 Perimeter Solutions shares in Q1 2024, an estimated $3.26K.
  • Glassman Wealth Services first reported a position in Perimeter Solutions in Q4 2023 and held it in 1 quarter.
  • Glassman Wealth Services's Perimeter Solutions position peaked at $3.26K in Q4 2023.
  • 162 funds tracked by Wall St. Rank held Perimeter Solutions as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.