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Capital Analysts LLC’s PJT Partners PJT Stock Holding History

Capital Analysts LLC’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
2026
Q1 		$1K Sell
5
-3
-38% -$472 ﹤0.01% 1516
2025
Q4 		$1K Hold
8
– – ﹤0.01% 1455
2025
Q3 		$1K Hold
8
– – ﹤0.01% 1415
2025
Q2 		$1K Hold
8
– – ﹤0.01% 1370
2025
Q1 		$1K Hold
8
– – ﹤0.01% 1347
2024
Q4 		$1K Hold
8
– – ﹤0.01% 1277
2024
Q3 		$1K Hold
8
– – ﹤0.01% 1289
2024
Q2 		$1K Hold
8
– – ﹤0.01% 1176
2024
Q1 		$1K Hold
8
– – ﹤0.01% 1093
2023
Q4 		$1K Hold
8
– – ﹤0.01% 1071
2023
Q3 		$1K Hold
8
– – ﹤0.01% 1126
2023
Q2 		$1K Hold
8
– – ﹤0.01% 983
2023
Q1 		$1K Buy
8
+1
+14% +$77 ﹤0.01% 954
2022
Q4 		$1K Buy
+7
New +$525 ﹤0.01% 1037
2022
Q3 		– Sell
-7
Closed -$1K – 1122
2022
Q2 		$1K Buy
+7
New +$487 ﹤0.01% 987
2022
Q1 		– Sell
-7
Closed -$1K – 1010
2021
Q4 		$1K Hold
7
– – ﹤0.01% 986
2021
Q3 		$1K Hold
7
– – ﹤0.01% 964
2021
Q2 		$1K Buy
+7
New +$500 ﹤0.01% 918

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return