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Carolinas Wealth Consulting’s PJT Partners PJT Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-212
Closed -$29.2K – 692
2025
Q1 		$29.2K Hold
212
– – 0.01% 407
2024
Q4 		$33.5K Hold
212
– – 0.01% 414
2024
Q3 		$28.3K Hold
212
– – 0.01% 435
2024
Q2 		$22.9K Hold
212
– – ﹤0.01% 463
2024
Q1 		$20K Buy
+212
New +$20.8K ﹤0.01% 482
2020
Q4 		– Sell
-28
Closed -$2K – 994
2020
Q3 		$2K Buy
+28
New +$1.57K ﹤0.01% 732

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Carolinas Wealth Consulting's PJT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of PJT Partners (PJT) in Q2 2025, closing a stake of 212 shares — an estimated $29.2K sold.

Carolinas Wealth Consulting first reported a position in PJT in Q3 2020 and held it in 6 quarters. The position peaked at $33.5K in Q4 2024. 378 funds tracked by Wall St. Rank hold PJT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining PJT Partners position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 212 PJT Partners shares in Q2 2025, an estimated $29.2K.
  • Carolinas Wealth Consulting first reported a position in PJT Partners in Q3 2020 and held it in 6 quarters.
  • Carolinas Wealth Consulting's PJT Partners position peaked at $33.5K in Q4 2024.
  • 378 funds tracked by Wall St. Rank held PJT Partners as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.