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Simplicity Wealth’s Perimeter Solutions PRM Stock Holding History

Simplicity Wealth’s Portfolio PRM Stock Details PRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-23,181
Closed -$182K – 1025
2024
Q2 		$182K Buy
23,181
+4,600
+25% +$34.4K ﹤0.01% 1122
2024
Q1 		$138K Buy
+18,581
New +$100K ﹤0.01% 1096

Other funds holding PRM

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECM
Ensemble Capital Management San Francisco, California $1.18B AUM 41.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simplicity Wealth's PRM Position: Q3 2024 in Review

Simplicity Wealth sold out of Perimeter Solutions (PRM) in Q3 2024, closing a stake of 23,181 shares — an estimated $182K sold.

Simplicity Wealth first reported a position in PRM in Q1 2024 and held it in 2 quarters. The position peaked at $182K in Q2 2024. 187 funds tracked by Wall St. Rank hold PRM as of Q3 2024.

  • Simplicity Wealth reported no remaining Perimeter Solutions position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 23,181 Perimeter Solutions shares in Q3 2024, an estimated $182K.
  • Simplicity Wealth first reported a position in Perimeter Solutions in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Perimeter Solutions position peaked at $182K in Q2 2024.
  • 187 funds tracked by Wall St. Rank held Perimeter Solutions as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.