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Simplicity Wealth’s Perella Weinberg Partners PWP Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-22,060
Closed -$358K – 1036
2024
Q2 		$358K Sell
22,060
-423
-2% -$6.39K 0.01% 888
2024
Q1 		$318K Buy
+22,483
New +$282K 0.01% 894

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Wealth's PWP Position: Q3 2024 in Review

Simplicity Wealth sold out of Perella Weinberg Partners (PWP) in Q3 2024, closing a stake of 22,060 shares — an estimated $358K sold.

Simplicity Wealth first reported a position in PWP in Q1 2024 and held it in 2 quarters. The position peaked at $358K in Q2 2024. 148 funds tracked by Wall St. Rank hold PWP as of Q3 2024.

  • Simplicity Wealth reported no remaining Perella Weinberg Partners position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 22,060 Perella Weinberg Partners shares in Q3 2024, an estimated $358K.
  • Simplicity Wealth first reported a position in Perella Weinberg Partners in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Perella Weinberg Partners position peaked at $358K in Q2 2024.
  • 148 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2024.

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