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Marshall Wace North America’s Perella Weinberg Partners PWP Stock Holding History

Marshall Wace North America’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
2021
Q3 		$1.33M Buy
+100,520
New +$1.34M 0.01% 837
2021
Q2 		– Sell
-30,982
Closed -$346K – 1710
2021
Q1 		$346K Buy
+30,982
New +$348K ﹤0.01% 1282

Other funds holding PWP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace North America's PWP Position: Q3 2021 in Review

Marshall Wace North America opened a new position in Perella Weinberg Partners (PWP) in Q3 2021: 100,520 shares worth $1.33M. The stake represents 0.01% of the portfolio and ranks #837 among its holdings. This is a return to the name: Marshall Wace North America previously reported a position in PWP as recently as Q1 2021.

Marshall Wace North America first reported a position in PWP in Q1 2021 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold PWP as of Q3 2021.

  • Marshall Wace North America held 100,520 shares of Perella Weinberg Partners worth $1.33M as of Q3 2021.
  • Perella Weinberg Partners was a new Marshall Wace North America position in Q3 2021.
  • Perella Weinberg Partners made up 0.01% of Marshall Wace North America's portfolio in Q3 2021, its #837 holding.
  • Marshall Wace North America first reported a position in Perella Weinberg Partners in Q1 2021 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.