Capital Advisory Group Advisory Services’s PJT Partners PJT Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-26	Closed	-$2K	–	404
2022 Q1	$2K	Buy	+26	New	+$1.69K	﹤0.01%	479
2021 Q4	–	Sell	-26	Closed	-$2K	–	402
2021 Q3	$2K	Hold	26	–	–	﹤0.01%	510
2021 Q2	$2K	Hold	26	–	–	﹤0.01%	505
2021 Q1	$2K	Sell	26 -8	-24%	-$579	﹤0.01%	486
2020 Q4	$3K	Hold	34	–	–	﹤0.01%	469
2020 Q3	$2K	Hold	34	–	–	﹤0.01%	450
2020 Q2	$2K	Hold	34	–	–	﹤0.01%	427
2020 Q1	$2K	Buy	+34	New	+$1.49K	﹤0.01%	384
2019 Q4	–	Sell	-60	Closed	-$2K	–	355
2019 Q3	$2K	Hold	60	–	–	﹤0.01%	397
2019 Q2	$2K	Hold	60	–	–	﹤0.01%	382
2019 Q1	$3K	Sell	60 -10	-14%	-$429	﹤0.01%	357
2018 Q4	$2K	Sell	70 -6	-8%	-$269	﹤0.01%	354
2018 Q3	$4K	Sell	76 -2	-3%	-$113	﹤0.01%	305
2018 Q2	$4K	Hold	78	–	–	﹤0.01%	290
2018 Q1	$4K	Buy	+78	New	+$3.76K	﹤0.01%	287

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

Millennium Management New York $240B AUM 35.51% 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

Capital Advisory Group Advisory Services's PJT Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of PJT Partners (PJT) in Q2 2022, closing a stake of 26 shares — an estimated $2K sold.

Capital Advisory Group Advisory Services first reported a position in PJT in Q1 2018 and held it in 15 quarters. The position peaked at $4K in Q3 2018. 224 funds tracked by Wall St. Rank hold PJT as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining PJT Partners position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 26 PJT Partners shares in Q2 2022, an estimated $2K.
Capital Advisory Group Advisory Services first reported a position in PJT Partners in Q1 2018 and held it in 15 quarters.
Capital Advisory Group Advisory Services's PJT Partners position peaked at $4K in Q3 2018.
224 funds tracked by Wall St. Rank held PJT Partners as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.