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Sandy Spring Bank’s Perella Weinberg Partners PWP Stock Holding History

Sandy Spring Bank’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
2023
Q2 		– Sell
-5
Closed -$46 – 1256
2023
Q1 		$46 Hold
5
– – ﹤0.01% 1144
2022
Q4 		$49 Buy
+5
New +$43 ﹤0.01% 1127
2021
Q3 		– Sell
-100
Closed -$1K – 1173
2021
Q2 		$1K Buy
+100
New +$1.18K ﹤0.01% 1120

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Sandy Spring Bank's PWP Position: Q2 2023 in Review

Sandy Spring Bank sold out of Perella Weinberg Partners (PWP) in Q2 2023, closing a stake of 5 shares — an estimated $46 sold.

Sandy Spring Bank first reported a position in PWP in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 100 funds tracked by Wall St. Rank hold PWP as of Q2 2023.

  • Sandy Spring Bank reported no remaining Perella Weinberg Partners position as of Q2 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 5 Perella Weinberg Partners shares in Q2 2023, an estimated $46.
  • Sandy Spring Bank first reported a position in Perella Weinberg Partners in Q2 2021 and held it in 3 quarters.
  • Sandy Spring Bank's Perella Weinberg Partners position peaked at $1K in Q2 2021.
  • 100 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2023.

Based on Sandy Spring Bank's 13F filing for Q2 2023, filed 4 Aug 2023.