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Venturi Wealth Management’s Perimeter Solutions PRM Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-704
Closed -$9K – 1507
2024
Q4 		$9K Sell
704
-36
-5% -$470 ﹤0.01% 1458
2024
Q3 		$9.95K Buy
+740
New +$7.67K ﹤0.01% 1197

Other funds holding PRM

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Venturi Wealth Management's PRM Position: Q1 2025 in Review

Venturi Wealth Management sold out of Perimeter Solutions (PRM) in Q1 2025, closing a stake of 704 shares — an estimated $9K sold.

Venturi Wealth Management first reported a position in PRM in Q3 2024 and held it in 2 quarters. The position peaked at $9.95K in Q3 2024. 223 funds tracked by Wall St. Rank hold PRM as of Q1 2025.

  • Venturi Wealth Management reported no remaining Perimeter Solutions position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 704 Perimeter Solutions shares in Q1 2025, an estimated $9K.
  • Venturi Wealth Management first reported a position in Perimeter Solutions in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Perimeter Solutions position peaked at $9.95K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held Perimeter Solutions as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.