Bartlett & Co Wealth Management’s PJT Partners PJT Stock Holding History

Bartlett & Co 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
2025 Q1	–	Sell	-18	Closed	-$2.84K	–	1260
2024 Q4	$2.84K	Hold	18	–	–	﹤0.01%	1017
2024 Q3	$2.4K	Hold	18	–	–	﹤0.01%	1029
2024 Q2	$1.94K	Hold	18	–	–	﹤0.01%	1054
2024 Q1	$1.7K	Hold	18	–	–	﹤0.01%	1046
2023 Q4	$1.85K	Hold	18	–	–	﹤0.01%	1164
2023 Q3	$1.43K	Hold	18	–	–	﹤0.01%	1097
2023 Q2	$1.25K	Buy	+18	New	+$1.24K	﹤0.01%	1093

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

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

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

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

CIP

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Bartlett & Co Wealth Management's PJT Position: Q1 2025 in Review

Bartlett & Co Wealth Management sold out of PJT Partners (PJT) in Q1 2025, closing a stake of 18 shares — an estimated $2.84K sold.

Bartlett & Co Wealth Management first reported a position in PJT in Q2 2023 and held it in 7 quarters. The position peaked at $2.84K in Q4 2024. 391 funds tracked by Wall St. Rank hold PJT as of Q1 2025.

Bartlett & Co Wealth Management reported no remaining PJT Partners position as of Q1 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 18 PJT Partners shares in Q1 2025, an estimated $2.84K.
Bartlett & Co Wealth Management first reported a position in PJT Partners in Q2 2023 and held it in 7 quarters.
Bartlett & Co Wealth Management's PJT Partners position peaked at $2.84K in Q4 2024.
391 funds tracked by Wall St. Rank held PJT Partners as of Q1 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.