BRWA
PJT icon

B. Riley Wealth Advisors’s PJT Partners PJT Stock Holding History

B. Riley Wealth Advisors’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
2021
Q4 		– Sell
-4,484
Closed -$355K – 1467
2021
Q3 		$355K Sell
4,484
-1
-0% -$77 0.01% 951
2021
Q2 		$321K Sell
4,485
-43
-0.9% -$3.07K 0.01% 989
2021
Q1 		$307K Buy
4,528
+349
+8% +$25.3K 0.01% 988
2020
Q4 		$315K Buy
+4,179
New +$294K 0.02% 727

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Advisors's PJT Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of PJT Partners (PJT) in Q4 2021, closing a stake of 4,484 shares — an estimated $355K sold.

B. Riley Wealth Advisors first reported a position in PJT in Q4 2020 and held it in 4 quarters. The position peaked at $355K in Q3 2021. 249 funds tracked by Wall St. Rank hold PJT as of Q4 2021.

  • B. Riley Wealth Advisors reported no remaining PJT Partners position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,484 PJT Partners shares in Q4 2021, an estimated $355K.
  • B. Riley Wealth Advisors first reported a position in PJT Partners in Q4 2020 and held it in 4 quarters.
  • B. Riley Wealth Advisors's PJT Partners position peaked at $355K in Q3 2021.
  • 249 funds tracked by Wall St. Rank held PJT Partners as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.