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Perella Weinberg Partners shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Perella Weinberg Partners

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

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Quarterly reported holdings in Perella Weinberg Partners by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $318k 23k 14.13

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View all positions for Simplicity Wealth

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