Goss Wealth Management »

Perella Weinberg Partners shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Perella Weinberg Partners (PWP) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in Perella Weinberg Partners

Tip: Access up to 7 years of quarterly data

All positions including Perella Weinberg Partners held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Perella Weinberg Partners by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $485 34 14.29

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Visa Com Cl A (V)

View all positions for Goss Wealth Management

Top funds holding Perella Weinberg Partners

FMR
BlackRock
Vanguard Group
Azora Capital
Hotchkis and Wiley Capital Management
Goldman Sachs Group
Adage Capital Partners GP
Daniel D. Thurber
Basswood Capital Management
Russell Investments
Jennifer Ranahan
Geode Capital Management
Royce & Associates
No Street GP
Wellington Management Company

View all funds holding Perella Weinberg Partners