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Belpointe Asset Management’s PJT Partners PJT Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-471
Closed -$34K – 2575
2023
Q1 		$34K Buy
471
+381
+423% +$29.2K ﹤0.01% 1962
2022
Q4 		$6.67K Buy
+90
New +$6.75K ﹤0.01% 2814

Other funds holding PJT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return

Belpointe Asset Management's PJT Position: Q2 2023 in Review

Belpointe Asset Management sold out of PJT Partners (PJT) in Q2 2023, closing a stake of 471 shares — an estimated $34K sold.

Belpointe Asset Management first reported a position in PJT in Q4 2022 and held it in 2 quarters. The position peaked at $34K in Q1 2023. 230 funds tracked by Wall St. Rank hold PJT as of Q2 2023.

  • Belpointe Asset Management reported no remaining PJT Partners position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 471 PJT Partners shares in Q2 2023, an estimated $34K.
  • Belpointe Asset Management first reported a position in PJT Partners in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's PJT Partners position peaked at $34K in Q1 2023.
  • 230 funds tracked by Wall St. Rank held PJT Partners as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.