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PEAK6 Investments’s Perella Weinberg Partners PWP Stock Holding History

PEAK6 Investments’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
Q3 		$1.27M Buy
65,768
+58,056
+753% +$1.06M ﹤0.01% 1758
2024
Q2 		$125K Buy
+7,712
New +$116K ﹤0.01% 2951
2024
Q1 		– Sell
-26,545
Closed -$334K – 4608
2023
Q4 		$325K Buy
+26,545
New +$289K ﹤0.01% 2910

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
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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

PEAK6 Investments's PWP Position: Q3 2024 in Review

PEAK6 Investments increased its Perella Weinberg Partners (PWP) stake by 753% in Q3 2024, buying an estimated $1.06M and bringing the position to 65,768 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

PEAK6 Investments first reported a position in PWP in Q4 2023 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold PWP as of Q3 2024.

  • PEAK6 Investments held 65,768 shares of Perella Weinberg Partners worth $1.27M as of Q3 2024.
  • PEAK6 Investments bought 58,056 Perella Weinberg Partners shares in Q3 2024, an estimated $1.06M.
  • Perella Weinberg Partners made up ﹤0.01% of PEAK6 Investments's portfolio in Q3 2024, its #1758 holding.
  • PEAK6 Investments first reported a position in Perella Weinberg Partners in Q4 2023 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.