PDT Partners’s Perella Weinberg Partners PWP Stock Holding History

PDT Partners’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 Q4	–	Sell	-10,900	Closed	-$210K	–	807
2024 Q3	$210K	Buy	+10,900	New	+$200K	0.02%	652
2023 Q2	–	Sell	-10,684	Closed	-$97.2K	–	636
2023 Q1	$97.2K	Buy	+10,684	New	+$107K	0.01%	535
2022 Q3	–	Sell	-35,212	Closed	-$205K	–	1042
2022 Q2	$205K	Hold	35,212	–	–	0.02%	826
2022 Q1	$333K	Buy	35,212 +3,700	+12%	+$39.4K	0.03%	693
2021 Q4	$405K	Buy	+31,512	New	+$415K	0.03%	591

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

PDT Partners's PWP Position: Q4 2024 in Review

PDT Partners sold out of Perella Weinberg Partners (PWP) in Q4 2024, closing a stake of 10,900 shares — an estimated $210K sold.

PDT Partners first reported a position in PWP in Q4 2021 and held it in 5 quarters. The position peaked at $405K in Q4 2021. 171 funds tracked by Wall St. Rank hold PWP as of Q4 2024.

PDT Partners reported no remaining Perella Weinberg Partners position as of Q4 2024 after selling out during the quarter.
PDT Partners sold 10,900 Perella Weinberg Partners shares in Q4 2024, an estimated $210K.
PDT Partners first reported a position in Perella Weinberg Partners in Q4 2021 and held it in 5 quarters.
PDT Partners's Perella Weinberg Partners position peaked at $405K in Q4 2021.
171 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q4 2024.

Based on PDT Partners's 13F filing for Q4 2024, filed 14 Feb 2025.