KWM
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Kingsview Wealth Management’s Perella Weinberg Partners PWP Stock Holding History

Kingsview Wealth 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
2025
Q1 		– Sell
-96,184
Closed -$2.29M – 1167
2024
Q4 		$2.29M Buy
+96,184
New +$2.23M 0.04% 358

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Kingsview Wealth Management's PWP Position: Q1 2025 in Review

Kingsview Wealth Management sold out of Perella Weinberg Partners (PWP) in Q1 2025, closing a stake of 96,184 shares — an estimated $2.29M sold.

Kingsview Wealth Management first reported a position in PWP in Q4 2024 and held it in 1 quarter. The position peaked at $2.29M in Q4 2024. 171 funds tracked by Wall St. Rank hold PWP as of Q1 2025.

  • Kingsview Wealth Management reported no remaining Perella Weinberg Partners position as of Q1 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 96,184 Perella Weinberg Partners shares in Q1 2025, an estimated $2.29M.
  • Kingsview Wealth Management first reported a position in Perella Weinberg Partners in Q4 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's Perella Weinberg Partners position peaked at $2.29M in Q4 2024.
  • 171 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.