BDO Wealth Advisors’s PJT Partners PJT Stock Holding History

BDO 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
2022 Q3	–	Sell	-32	Closed	-$2K	–	1113
2022 Q2	$2K	Hold	32	–	–	﹤0.01%	913
2022 Q1	$2K	Hold	32	–	–	﹤0.01%	941
2021 Q4	$2K	Hold	32	–	–	﹤0.01%	952
2021 Q3	$3K	Hold	32	–	–	﹤0.01%	916
2021 Q2	$2K	Hold	32	–	–	﹤0.01%	1000
2021 Q1	$2K	Hold	32	–	–	﹤0.01%	1005
2020 Q4	$2K	Hold	32	–	–	﹤0.01%	785
2020 Q3	$2K	Hold	32	–	–	﹤0.01%	706
2020 Q2	$2K	Hold	32	–	–	﹤0.01%	635
2020 Q1	$1K	Hold	32	–	–	﹤0.01%	716
2019 Q4	$1K	Sell	32 -9	-22%	-$378	﹤0.01%	571
2019 Q3	$2K	Hold	41	–	–	﹤0.01%	594
2019 Q2	$2K	Hold	41	–	–	﹤0.01%	584
2019 Q1	$2K	Sell	41 -31	-43%	-$1.33K	﹤0.01%	569
2018 Q4	$3K	Hold	72	–	–	﹤0.01%	476
2018 Q3	$4K	Hold	72	–	–	﹤0.01%	518
2018 Q2	$4K	Buy	72 +31	+76%	+$1.7K	﹤0.01%	528
2018 Q1	$2K	Hold	41	–	–	﹤0.01%	521
2017 Q4	$2K	Hold	41	–	–	﹤0.01%	431
2017 Q3	$2K	Hold	41	–	–	﹤0.01%	399
2017 Q2	$2K	Buy	+41	New	+$1.53K	﹤0.01%	513

Other funds holding PJT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

BDO Wealth Advisors's PJT Position: Q3 2022 in Review

BDO Wealth Advisors sold out of PJT Partners (PJT) in Q3 2022, closing a stake of 32 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in PJT in Q2 2017 and held it in 21 quarters. The position peaked at $4K in Q3 2018. 221 funds tracked by Wall St. Rank hold PJT as of Q3 2022.

BDO Wealth Advisors reported no remaining PJT Partners position as of Q3 2022 after selling out during the quarter.
BDO Wealth Advisors sold 32 PJT Partners shares in Q3 2022, an estimated $2K.
BDO Wealth Advisors first reported a position in PJT Partners in Q2 2017 and held it in 21 quarters.
BDO Wealth Advisors's PJT Partners position peaked at $4K in Q3 2018.
221 funds tracked by Wall St. Rank held PJT Partners as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.