CFM Wealth Partners’s PJT Partners PJT Stock Holding History

CFM Wealth Partners’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
2020 Q3	–	Sell	-12	Closed	-$1K	–	381
2020 Q2	$1K	Hold	12	–	–	﹤0.01%	488
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	521
2019 Q4	$1K	Buy	+12	New	+$504	﹤0.01%	482

Other funds holding PJT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

MFM

MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CFM Wealth Partners's PJT Position: Q3 2020 in Review

CFM Wealth Partners sold out of PJT Partners (PJT) in Q3 2020, closing a stake of 12 shares — an estimated $1K sold.

CFM Wealth Partners first reported a position in PJT in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 212 funds tracked by Wall St. Rank hold PJT as of Q3 2020.

CFM Wealth Partners reported no remaining PJT Partners position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 12 PJT Partners shares in Q3 2020, an estimated $1K.
CFM Wealth Partners first reported a position in PJT Partners in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's PJT Partners position peaked at $1K in Q2 2020.
212 funds tracked by Wall St. Rank held PJT Partners as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.