Burt Wealth Advisors’s PJT Partners PJT Stock Holding History

Burt 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
2021 Q1	–	Sell	-859	Closed	-$65K	–	283
2020 Q4	$65K	Hold	859	–	–	0.02%	160
2020 Q3	$52K	Hold	859	–	–	0.02%	171
2020 Q2	$44K	Hold	859	–	–	0.02%	183
2020 Q1	$37K	Hold	859	–	–	0.02%	189
2019 Q4	$39K	Hold	859	–	–	0.02%	191
2019 Q3	$35K	Hold	859	–	–	0.01%	196
2019 Q2	$35K	Hold	859	–	–	0.02%	193
2019 Q1	$36K	Hold	859	–	–	0.02%	196
2018 Q4	$33K	Hold	859	–	–	0.02%	198
2018 Q3	$45K	Hold	859	–	–	0.02%	187
2018 Q2	$46K	Hold	859	–	–	0.02%	182
2018 Q1	$43K	Buy	+859	New	+$41.4K	0.02%	192
2016 Q2	–	Sell	-18	Closed	-$1K	–	523
2016 Q1	$1K	Buy	18 +15	+500%	+$386	﹤0.01%	538
2015 Q4	$1K	Buy	+3	New	+$69	﹤0.01%	500

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Burt Wealth Advisors's PJT Position: Q1 2021 in Review

Burt Wealth Advisors sold out of PJT Partners (PJT) in Q1 2021, closing a stake of 859 shares — an estimated $65K sold.

Burt Wealth Advisors first reported a position in PJT in Q4 2015 and held it in 14 quarters. The position peaked at $65K in Q4 2020. 242 funds tracked by Wall St. Rank hold PJT as of Q1 2021.

Burt Wealth Advisors reported no remaining PJT Partners position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 859 PJT Partners shares in Q1 2021, an estimated $65K.
Burt Wealth Advisors first reported a position in PJT Partners in Q4 2015 and held it in 14 quarters.
Burt Wealth Advisors's PJT Partners position peaked at $65K in Q4 2020.
242 funds tracked by Wall St. Rank held PJT Partners as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.