Current Value of Holding

$21.4 Million

Shares

1.1 Million

% of Portfolio

0.23%

Average Buy Price

$11.9

Avg closing price
Price range

8 Chuck Royce Perella Weinberg Partners Trades

Chuck Royce's position in Perella Weinberg Partners is currently worth $21.4 Million. That's 0.23% of their equity portfolio (130th largest holding). The investor owns 1.36% of the outstanding Perella Weinberg Partners stock. The first Perella Weinberg Partners trade was made in Q2 2023. Since then Chuck Royce bought shares six more times and sold shares on one occasions. The stake costed the investor $13 Million, netting the investor a gain of 64% so far.

Avg closing price
Price range
Increased shares by 3.7% (+39.1 Thousand shares) Q1 2025
Avg closing price $22.76
Price range $18.40 - $26.41
Sold 10.1% shares (-119 Thousand shares) Q4 2024
Avg closing price $23.28
Price range $19.44 - $25.98
Increased shares by 14.3% (+147 Thousand shares) Q3 2024
Avg closing price $18.32
Price range $15.78 - $20.47
Increased shares by 22.3% (+188 Thousand shares) Q2 2024
Avg closing price $15.10
Price range $14.06 - $16.25
Increased shares by 7.0% (+55.3 Thousand shares) Q1 2024
Avg closing price $12.56
Price range $10.88 - $14.36
Increased shares by 5.8% (+43.1 Thousand shares) Q4 2023
Avg closing price $10.89
Price range $9.41 - $12.63
Increased shares by 97.2% (+367 Thousand shares) Q3 2023
Avg closing price $10.18
Price range $8.05 - $11.17
New holding (+378 Thousand shares) Q2 2023
Avg closing price $8.25
Price range $7.15 - $9.23

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