PCM
PWP icon

Prelude Capital Management’s Perella Weinberg Partners PWP Stock Holding History

Prelude 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
2024
Q2 		– Sell
-12,282
Closed -$174K – 1443
2024
Q1 		$174K Sell
12,282
-3,650
-23% -$45.9K 0.01% 1138
2023
Q4 		$195K Buy
+15,932
New +$174K 0.01% 948
2022
Q2 		– Sell
-23,522
Closed -$222K – 2015
2022
Q1 		$222K Sell
23,522
-28,235
-55% -$301K 0.01% 1214
2021
Q4 		$666K Buy
+51,757
New +$681K 0.02% 847

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prelude Capital Management's PWP Position: Q2 2024 in Review

Prelude Capital Management sold out of Perella Weinberg Partners (PWP) in Q2 2024, closing a stake of 12,282 shares — an estimated $174K sold.

Prelude Capital Management first reported a position in PWP in Q4 2021 and held it in 4 quarters. The position peaked at $666K in Q4 2021. 127 funds tracked by Wall St. Rank hold PWP as of Q2 2024.

  • Prelude Capital Management reported no remaining Perella Weinberg Partners position as of Q2 2024 after selling out during the quarter.
  • Prelude Capital Management sold 12,282 Perella Weinberg Partners shares in Q2 2024, an estimated $174K.
  • Prelude Capital Management first reported a position in Perella Weinberg Partners in Q4 2021 and held it in 4 quarters.
  • Prelude Capital Management's Perella Weinberg Partners position peaked at $666K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2024.

Based on Prelude Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.