S
PWP icon

SignatureFD’s Perella Weinberg Partners PWP Stock Holding History

SignatureFD’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
2026
Q1 		$1.56K Sell
86
-140
-62% -$2.75K ﹤0.01% 3120
2025
Q4 		$3.91K Buy
226
+17
+8% +$317 ﹤0.01% 2776
2025
Q3 		$4.46K Buy
209
+27
+15% +$577 ﹤0.01% 2721
2025
Q2 		$3.53K Buy
182
+72
+65% +$1.27K ﹤0.01% 2704
2025
Q1 		$2.02K Sell
110
-31
-22% -$703 ﹤0.01% 2872
2024
Q4 		$3.36K Buy
+141
New +$3.27K ﹤0.01% 2728

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Wellington Management Group
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N
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VCM
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Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return