Avion Wealth’s PJT Partners PJT Stock Holding History

Avion Wealth’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 Q4	–	Sell	-6	Closed	–	–	1285
2023 Q3	$0	Buy	+6	New	+$464	﹤0.01%	1107

Other funds holding PJT

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avion Wealth's PJT Position: Q4 2023 in Review

Avion Wealth sold out of PJT Partners (PJT) in Q4 2023, closing a stake of 6 shares.

Avion Wealth first reported a position in PJT in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 284 funds tracked by Wall St. Rank hold PJT as of Q4 2023.

Avion Wealth reported no remaining PJT Partners position as of Q4 2023 after selling out during the quarter.
Avion Wealth sold 6 PJT Partners shares in Q4 2023.
Avion Wealth first reported a position in PJT Partners in Q3 2023 and held it in 1 quarter.
Avion Wealth's PJT Partners position peaked at $0 in Q3 2023.
284 funds tracked by Wall St. Rank held PJT Partners as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.