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Perella Weinberg Partners shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Perella Weinberg Partners (PWP) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Perella Weinberg Partners

Tip: Access up to 7 years of quarterly data

All positions including Perella Weinberg Partners held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Perella Weinberg Partners by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $675k 35k 19.31
2024-06-30 $1.5M 93k 16.25

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Merck & Co (MRK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Wescott Financial Advisory Group

Top funds holding Perella Weinberg Partners

BlackRock
BlackRock
Vanguard Group
Westwood Holdings
Schroder Investment Management Group
Goldman Sachs Group
Daniel D. Thurber
State Street Corporation
Geode Capital Management
William Blair Investment Management
Royce & Associates
Jennifer Ranahan
Hotchkis and Wiley Capital Management
Damian Sousa
Nuveen Asset Management

View all funds holding Perella Weinberg Partners