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Avior Wealth Management’s PJT Partners PJT Stock Holding History

Avior 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
2024
Q2 		– Sell
-175
Closed -$16.5K – 3319
2024
Q1 		$16.5K Buy
+175
New +$17.2K ﹤0.01% 1683
2021
Q2 		– Sell
-2
Closed – – 1112
2021
Q1 		$0 Buy
+2
New +$145 ﹤0.01% 1111

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Avior Wealth Management's PJT Position: Q2 2024 in Review

Avior Wealth Management sold out of PJT Partners (PJT) in Q2 2024, closing a stake of 175 shares — an estimated $16.5K sold.

Avior Wealth Management first reported a position in PJT in Q1 2021 and held it in 2 quarters. The position peaked at $16.5K in Q1 2024. 304 funds tracked by Wall St. Rank hold PJT as of Q2 2024.

  • Avior Wealth Management reported no remaining PJT Partners position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 175 PJT Partners shares in Q2 2024, an estimated $16.5K.
  • Avior Wealth Management first reported a position in PJT Partners in Q1 2021 and held it in 2 quarters.
  • Avior Wealth Management's PJT Partners position peaked at $16.5K in Q1 2024.
  • 304 funds tracked by Wall St. Rank held PJT Partners as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.