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Compass Wealth Management’s PJT Partners PJT Stock Holding History

Compass Wealth Management’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
-2
Closed -$276 – 338
2025
Q1 		$276 Hold
2
– – ﹤0.01% 427
2024
Q4 		$316 Hold
2
– – ﹤0.01% 390
2024
Q3 		$267 Hold
2
– – ﹤0.01% 395
2024
Q2 		$216 Hold
2
– – ﹤0.01% 398
2024
Q1 		$189 Hold
2
– – ﹤0.01% 386
2023
Q4 		$204 Hold
2
– – ﹤0.01% 379
2023
Q3 		$159 Hold
2
– – ﹤0.01% 393
2023
Q2 		$140 Hold
2
– – ﹤0.01% 402
2023
Q1 		$145 Hold
2
– – ﹤0.01% 412
2022
Q4 		$147 Buy
+2
New +$150 ﹤0.01% 408

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

Compass Wealth Management's PJT Position: Q2 2025 in Review

Compass Wealth Management sold out of PJT Partners (PJT) in Q2 2025, closing a stake of 2 shares — an estimated $276 sold.

Compass Wealth Management first reported a position in PJT in Q4 2022 and held it in 10 quarters. The position peaked at $316 in Q4 2024. 378 funds tracked by Wall St. Rank hold PJT as of Q2 2025.

  • Compass Wealth Management reported no remaining PJT Partners position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 2 PJT Partners shares in Q2 2025, an estimated $276.
  • Compass Wealth Management first reported a position in PJT Partners in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's PJT Partners position peaked at $316 in Q4 2024.
  • 378 funds tracked by Wall St. Rank held PJT Partners as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.