CPA
PJT icon

Capital Performance Advisors’s PJT Partners PJT Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-19
Closed -$2.53K – 1981
2024
Q3 		$2.53K Buy
+19
New +$2.32K ﹤0.01% 1448

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Performance Advisors's PJT Position: Q4 2024 in Review

Capital Performance Advisors sold out of PJT Partners (PJT) in Q4 2024, closing a stake of 19 shares — an estimated $2.53K sold.

Capital Performance Advisors first reported a position in PJT in Q3 2024 and held it in 1 quarter. The position peaked at $2.53K in Q3 2024. 347 funds tracked by Wall St. Rank hold PJT as of Q4 2024.

  • Capital Performance Advisors reported no remaining PJT Partners position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 19 PJT Partners shares in Q4 2024, an estimated $2.53K.
  • Capital Performance Advisors first reported a position in PJT Partners in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's PJT Partners position peaked at $2.53K in Q3 2024.
  • 347 funds tracked by Wall St. Rank held PJT Partners as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.