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PJT icon

Centerpoint Advisors’s PJT Partners PJT Stock Holding History

Centerpoint 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
2026
Q1 		– Sell
-500
Closed -$84K – 417
2025
Q4 		$84K Hold
500
– – 0.03% 131
2025
Q3 		$89K Hold
500
– – 0.03% 129
2025
Q2 		$83K Hold
500
– – 0.03% 126
2025
Q1 		$69K Hold
500
– – 0.03% 142
2024
Q4 		$79K Hold
500
– – 0.03% 141
2024
Q3 		$67K Hold
500
– – 0.02% 152
2024
Q2 		$54K Hold
500
– – 0.02% 166
2024
Q1 		$47K Hold
500
– – 0.02% 175
2023
Q4 		$51K Hold
500
– – 0.02% 152
2023
Q3 		$40K Hold
500
– – 0.02% 164
2023
Q2 		$35K Hold
500
– – 0.01% 188
2023
Q1 		$36K Hold
500
– – 0.02% 188
2022
Q4 		$37K Hold
500
– – 0.02% 164
2022
Q3 		$33K Buy
+500
New +$35K 0.02% 157

Other funds holding PJT

BlackRock
BlackRock New York $5.7T 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