PCM
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Poehling Capital Management’s Perella Weinberg Partners PWP Stock Holding History

Poehling Capital 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
2021
Q2 		– Sell
-76,049
Closed -$850K – 154
2021
Q1 		$850K Buy
+76,049
New +$854K 0.3% 90

Other funds holding PWP

Wellington Management Group
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SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Poehling Capital Management's PWP Position: Q2 2021 in Review

Poehling Capital Management sold out of Perella Weinberg Partners (PWP) in Q2 2021, closing a stake of 76,049 shares — an estimated $850K sold.

Poehling Capital Management first reported a position in PWP in Q1 2021 and held it in 1 quarter. The position peaked at $850K in Q1 2021. 58 funds tracked by Wall St. Rank hold PWP as of Q2 2021.

  • Poehling Capital Management reported no remaining Perella Weinberg Partners position as of Q2 2021 after selling out during the quarter.
  • Poehling Capital Management sold 76,049 Perella Weinberg Partners shares in Q2 2021, an estimated $850K.
  • Poehling Capital Management first reported a position in Perella Weinberg Partners in Q1 2021 and held it in 1 quarter.
  • Poehling Capital Management's Perella Weinberg Partners position peaked at $850K in Q1 2021.
  • 58 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2021.

Based on Poehling Capital Management's 13F filing for Q2 2021, filed 13 Aug 2021.