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Baystate Wealth Management’s PJT Partners PJT Stock Holding History

Baystate 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
2023
Q3 		– Sell
-86
Closed -$6.03K – 1077
2023
Q2 		$6.03K Hold
86
– – ﹤0.01% 671
2023
Q1 		$6.23K Buy
+86
New +$6.6K ﹤0.01% 649

Other funds holding PJT

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BlackRock New York $5.72T AUM 30.48% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baystate Wealth Management's PJT Position: Q3 2023 in Review

Baystate Wealth Management sold out of PJT Partners (PJT) in Q3 2023, closing a stake of 86 shares — an estimated $6.03K sold.

Baystate Wealth Management first reported a position in PJT in Q1 2023 and held it in 2 quarters. The position peaked at $6.23K in Q1 2023. 251 funds tracked by Wall St. Rank hold PJT as of Q3 2023.

  • Baystate Wealth Management reported no remaining PJT Partners position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 86 PJT Partners shares in Q3 2023, an estimated $6.03K.
  • Baystate Wealth Management first reported a position in PJT Partners in Q1 2023 and held it in 2 quarters.
  • Baystate Wealth Management's PJT Partners position peaked at $6.23K in Q1 2023.
  • 251 funds tracked by Wall St. Rank held PJT Partners as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.