Institutional & Family Asset Management’s Perella Weinberg Partners PWP Stock Holding History

Institutional & Family Asset Management’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 Q2	$325	Buy	+20	New	+$302	﹤0.01%	719

Other funds holding PWP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Institutional & Family Asset Management's PWP Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in Perella Weinberg Partners (PWP) in Q2 2024: 20 shares worth $325. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings.

127 funds tracked by Wall St. Rank hold PWP as of Q2 2024.

Institutional & Family Asset Management held 20 shares of Perella Weinberg Partners worth $325 as of Q2 2024.
Perella Weinberg Partners was a new Institutional & Family Asset Management position in Q2 2024.
Perella Weinberg Partners made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #719 holding.
127 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.