Perella Weinberg Partners (PWP) Gains from Investment Securities (2020 - 2022)

Perella Weinberg Partners (PWP) posted quarterly Gains from Investment Securities of $6.3 million for Q3 2022, up 109.38% year-over-year from $3.0 million in Q3 2021, and up 162.35% on a QoQ basis from -$10.1 million in Q2 2022.

Perella Weinberg Partners (PWP) Gains from Investment Securities (2020 - 2022) Analysis & Trends

Perella Weinberg Partners has reported Gains from Investment Securities for 3 years, with the latest figure at $6.3 million in Q3 2022.

  • Gains from Investment Securities for Q3 2022 came in at $6.3 million, up 109.38% year-over-year; the trailing twelve-month figure through Jun 2023 was $6.3 million (up 138.72% YoY), and the FY2022 annual result was -$15.8 million, down 422.77% from the prior year.
  • Gains from Investment Securities rose to $6.3 million in Q3 2022, from -$10.1 million in the prior quarter.
  • Over five years, Gains from Investment Securities peaked at $6.3 million in Q3 2022 and troughed at -$12.0 million in Q1 2022.
  • A 3-year average of -$1.5 million and a median of $155366.0 in 2020 frame the typical range for Gains from Investment Securities.
  • The widest annual swing landed in 2021, when Gains from Investment Securities jumped 1834.79%; it then tumbled 964.77% in 2022.
  • A 3-year view of Gains from Investment Securities shows it stood at $155366.0 in 2020, then surged by 1727.3% to $2.8 million in 2021, then jumped by 121.7% to $6.3 million in 2022.
  • Per Business Quant data, the three most recent Gains from Investment Securities figures were $6.3 million in Q3 2022, -$10.1 million in Q2 2022, and -$12.0 million in Q1 2022.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn -
2 Goldman Sachs 316.34 Bn -660.01 Bn -
3 Schwab Charles 220.55 Bn 135.80 Bn -
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn
7 ATIF Holdings 45.42 Bn 45.42 Bn -
8 Interactive Brokers 39.54 Bn -3.28 Bn -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn -
10 Perella Weinberg Partners 1.50 Bn 1.69 Bn -

Historic Data

Download Data
DateValue
Sep 30, 2022 6.29 Mn
Sep 30, 2022 6.29 Mn
Jun 30, 2022 -10.09 Mn
Jun 30, 2022 -10.09 Mn
Mar 31, 2022 -12.01 Mn
Mar 31, 2022 -12.01 Mn
Dec 31, 2021 2.84 Mn
Dec 31, 2021 2.84 Mn
Sep 30, 2021 3.01 Mn
Sep 30, 2021 3.01 Mn
Jun 30, 2021 -948,000.00
Jun 30, 2021 -948,000.00
Sep 30, 2020 155,366.00
Sep 30, 2020 155,366.00