Advocacy Wealth Management Services’s PJT Partners PJT Stock Holding History

Advocacy Wealth Management Services’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
2022 Q2	–	Sell	-1	Closed	–	–	184
2022 Q1	$0	Buy	+1	New	+$65	﹤0.01%	216
2020 Q1	–	Sell	-17	Closed	-$1K	–	129
2019 Q4	$1K	Hold	17	–	–	﹤0.01%	139
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	147
2019 Q2	$1K	Hold	17	–	–	﹤0.01%	167
2019 Q1	$1K	Hold	17	–	–	﹤0.01%	124
2018 Q4	$1K	Hold	17	–	–	﹤0.01%	159
2018 Q3	$1K	Hold	17	–	–	﹤0.01%	169
2018 Q2	$1K	Hold	17	–	–	﹤0.01%	169
2018 Q1	$1K	Hold	17	–	–	﹤0.01%	200
2017 Q4	$1K	Hold	17	–	–	﹤0.01%	212
2017 Q3	$1K	Hold	17	–	–	﹤0.01%	263
2017 Q2	$1K	Hold	17	–	–	﹤0.01%	272
2017 Q1	$1K	Buy	+17	New	+$589	﹤0.01%	301
2016 Q2	–	Sell	-15	Closed	–	–	445
2016 Q1	$0	Sell	15 -85	-85%	-$2.19K	﹤0.01%	551
2015 Q4	$2K	Buy	+100	New	+$2.29K	﹤0.01%	483

Other funds holding PJT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advocacy Wealth Management Services's PJT Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of PJT Partners (PJT) in Q2 2022, closing a stake of 1 share.

Advocacy Wealth Management Services first reported a position in PJT in Q4 2015 and held it in 15 quarters. The position peaked at $2K in Q4 2015. 224 funds tracked by Wall St. Rank hold PJT as of Q2 2022.

Advocacy Wealth Management Services reported no remaining PJT Partners position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 1 PJT Partners share in Q2 2022.
Advocacy Wealth Management Services first reported a position in PJT Partners in Q4 2015 and held it in 15 quarters.
Advocacy Wealth Management Services's PJT Partners position peaked at $2K in Q4 2015.
224 funds tracked by Wall St. Rank held PJT Partners as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.