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Williams Jones Wealth Management’s Perimeter Solutions PRM Stock Holding History

Williams Jones 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
2023
Q1 		– Sell
-14,090
Closed -$129K – 582
2022
Q4 		$129K Sell
14,090
-123,311
-90% -$1.09M ﹤0.01% 516
2022
Q3 		$1.1M Sell
137,401
-10,219
-7% -$105K 0.02% 260
2022
Q2 		$1.6M Buy
147,620
+43,045
+41% +$459K 0.03% 223
2022
Q1 		$1.27M Buy
104,575
+9,200
+10% +$116K 0.02% 238
2021
Q4 		$1.32M Buy
+95,375
New +$1.21M 0.02% 238

Other funds holding PRM

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Williams Jones Wealth Management's PRM Position: Q1 2023 in Review

Williams Jones Wealth Management sold out of Perimeter Solutions (PRM) in Q1 2023, closing a stake of 14,090 shares — an estimated $129K sold.

Williams Jones Wealth Management first reported a position in PRM in Q4 2021 and held it in 5 quarters. The position peaked at $1.6M in Q2 2022. 130 funds tracked by Wall St. Rank hold PRM as of Q1 2023.

  • Williams Jones Wealth Management reported no remaining Perimeter Solutions position as of Q1 2023 after selling out during the quarter.
  • Williams Jones Wealth Management sold 14,090 Perimeter Solutions shares in Q1 2023, an estimated $129K.
  • Williams Jones Wealth Management first reported a position in Perimeter Solutions in Q4 2021 and held it in 5 quarters.
  • Williams Jones Wealth Management's Perimeter Solutions position peaked at $1.6M in Q2 2022.
  • 130 funds tracked by Wall St. Rank held Perimeter Solutions as of Q1 2023.

Based on Williams Jones Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.