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Mission Wealth Management’s Perimeter Solutions PRM Stock Holding History

Mission Wealth 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
-54,500
Closed -$733K – 709
2024
Q3 		$733K Buy
+54,500
New +$565K 0.02% 354

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Principal Financial Group
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Vanguard Group
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MCMC
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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

Mission Wealth Management's PRM Position: Q4 2024 in Review

Mission Wealth Management sold out of Perimeter Solutions (PRM) in Q4 2024, closing a stake of 54,500 shares — an estimated $733K sold.

Mission Wealth Management first reported a position in PRM in Q3 2024 and held it in 1 quarter. The position peaked at $733K in Q3 2024. 206 funds tracked by Wall St. Rank hold PRM as of Q4 2024.

  • Mission Wealth Management reported no remaining Perimeter Solutions position as of Q4 2024 after selling out during the quarter.
  • Mission Wealth Management sold 54,500 Perimeter Solutions shares in Q4 2024, an estimated $733K.
  • Mission Wealth Management first reported a position in Perimeter Solutions in Q3 2024 and held it in 1 quarter.
  • Mission Wealth Management's Perimeter Solutions position peaked at $733K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Perimeter Solutions as of Q4 2024.

Based on Mission Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.