Baldwin Wealth Partners’s PJT Partners PJT Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-2,335	Closed	-$311K	–	802
2024 Q3	$311K	Buy	2,335 +2,333	+116,650%	+$285K	0.02%	266
2024 Q2	$216	Hold	2	–	–	﹤0.01%	755
2024 Q1	$189	Hold	2	–	–	﹤0.01%	685
2023 Q4	$204	Hold	2	–	–	﹤0.01%	715
2023 Q3	$159	Hold	2	–	–	﹤0.01%	743
2023 Q2	$139	Hold	2	–	–	﹤0.01%	759
2023 Q1	$144	Buy	+2	New	+$153	﹤0.01%	791
2018 Q4	–	Sell	-37	Closed	-$2K	–	533
2018 Q3	$2K	Hold	37	–	–	﹤0.01%	505
2018 Q2	$2K	Hold	37	–	–	﹤0.01%	497
2018 Q1	$2K	Hold	37	–	–	﹤0.01%	475
2017 Q4	$2K	Hold	37	–	–	﹤0.01%	460
2017 Q3	$1K	Hold	37	–	–	﹤0.01%	470
2017 Q2	$1K	Hold	37	–	–	﹤0.01%	463
2017 Q1	$1K	Hold	37	–	–	﹤0.01%	483
2016 Q4	$1K	Sell	37 -5	-12%	-$144	﹤0.01%	503
2016 Q3	$1K	Hold	42	–	–	﹤0.01%	522
2016 Q2	$1K	Hold	42	–	–	﹤0.01%	448
2016 Q1	$1K	Buy	+42	New	+$1.08K	﹤0.01%	479

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Baldwin Wealth Partners's PJT Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of PJT Partners (PJT) in Q4 2024, closing a stake of 2,335 shares — an estimated $311K sold.

Baldwin Wealth Partners first reported a position in PJT in Q1 2016 and held it in 18 quarters. The position peaked at $311K in Q3 2024. 347 funds tracked by Wall St. Rank hold PJT as of Q4 2024.

Baldwin Wealth Partners reported no remaining PJT Partners position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 2,335 PJT Partners shares in Q4 2024, an estimated $311K.
Baldwin Wealth Partners first reported a position in PJT Partners in Q1 2016 and held it in 18 quarters.
Baldwin Wealth Partners's PJT Partners position peaked at $311K in Q3 2024.
347 funds tracked by Wall St. Rank held PJT Partners as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.