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Accel Wealth Management’s PJT Partners PJT Stock Holding History

Accel Wealth Management’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11
Closed -$783 – 666
2023
Q1 		$783 Hold
11
– – ﹤0.01% 1193
2022
Q4 		$797 Hold
11
– – ﹤0.01% 988
2022
Q3 		$1K Hold
11
– – ﹤0.01% 1012
2022
Q2 		$1K Hold
11
– – ﹤0.01% 972
2022
Q1 		$1K Hold
11
– – ﹤0.01% 912
2021
Q4 		$1K Buy
11
+1
+10% +$80 ﹤0.01% 910
2021
Q3 		$1K Hold
10
– – ﹤0.01% 808
2021
Q2 		$1K Hold
10
– – ﹤0.01% 886
2021
Q1 		$1K Hold
10
– – ﹤0.01% 851
2020
Q4 		$1K Buy
+10
New +$704 ﹤0.01% 815

Other funds holding PJT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return

Accel Wealth Management's PJT Position: Q2 2023 in Review

Accel Wealth Management sold out of PJT Partners (PJT) in Q2 2023, closing a stake of 11 shares — an estimated $783 sold.

Accel Wealth Management first reported a position in PJT in Q4 2020 and held it in 10 quarters. The position peaked at $1K in Q3 2022. 230 funds tracked by Wall St. Rank hold PJT as of Q2 2023.

  • Accel Wealth Management reported no remaining PJT Partners position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 11 PJT Partners shares in Q2 2023, an estimated $783.
  • Accel Wealth Management first reported a position in PJT Partners in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's PJT Partners position peaked at $1K in Q3 2022.
  • 230 funds tracked by Wall St. Rank held PJT Partners as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.