Westfield Capital Management’s Perella Weinberg Partners PWP Stock Holding History

Westfield Capital Management’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
2022 Q2	–	Sell	-64,280	Closed	-$607K	–	251
2022 Q1	$607K	Hold	64,280	–	–	﹤0.01%	225
2021 Q4	$827K	Hold	64,280	–	–	﹤0.01%	225
2021 Q3	$852K	Hold	64,280	–	–	0.01%	222
2021 Q2	$827K	Hold	64,280	–	–	0.01%	222
2021 Q1	$719K	Buy	+64,280	New	+$722K	﹤0.01%	225

Other funds holding PWP

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Westfield Capital Management's PWP Position: Q2 2022 in Review

Westfield Capital Management sold out of Perella Weinberg Partners (PWP) in Q2 2022, closing a stake of 64,280 shares — an estimated $607K sold.

Westfield Capital Management first reported a position in PWP in Q1 2021 and held it in 5 quarters. The position peaked at $852K in Q3 2021. 94 funds tracked by Wall St. Rank hold PWP as of Q2 2022.

Westfield Capital Management reported no remaining Perella Weinberg Partners position as of Q2 2022 after selling out during the quarter.
Westfield Capital Management sold 64,280 Perella Weinberg Partners shares in Q2 2022, an estimated $607K.
Westfield Capital Management first reported a position in Perella Weinberg Partners in Q1 2021 and held it in 5 quarters.
Westfield Capital Management's Perella Weinberg Partners position peaked at $852K in Q3 2021.
94 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2022.

Based on Westfield Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.