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Concord Wealth Partners’s PJT Partners PJT Stock Holding History

Concord 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
2026
Q1 		– Sell
-32
Closed -$5.35K – 628
2025
Q4 		$5.35K Hold
32
– – ﹤0.01% 615
2025
Q3 		$5.69K Hold
32
– – ﹤0.01% 601
2025
Q2 		$5.28K Hold
32
– – ﹤0.01% 626
2025
Q1 		$4.41K Hold
32
– – ﹤0.01% 600
2024
Q4 		$5.05K Hold
32
– – ﹤0.01% 601
2024
Q3 		$4.27K Hold
32
– – ﹤0.01% 662
2024
Q2 		$3.45K Hold
32
– – ﹤0.01% 618
2024
Q1 		$3.02K Hold
32
– – ﹤0.01% 713
2023
Q4 		$3.26K Hold
32
– – ﹤0.01% 676
2023
Q3 		$2.54K Hold
32
– – ﹤0.01% 836
2023
Q2 		$2.23K Hold
32
– – ﹤0.01% 852
2023
Q1 		$2.31K Hold
32
– – ﹤0.01% 791
2022
Q4 		$2.36K Buy
+32
New +$2.4K ﹤0.01% 906
2022
Q3 		– Sell
-32
Closed -$2K – 858
2022
Q2 		$2K Hold
32
– – ﹤0.01% 1048
2022
Q1 		$2K Hold
32
– – ﹤0.01% 1124
2021
Q4 		$2K Hold
32
– – ﹤0.01% 1154
2021
Q3 		$3K Hold
32
– – ﹤0.01% 702
2021
Q2 		$2K Hold
32
– – ﹤0.01% 909
2021
Q1 		$2K Hold
32
– – ﹤0.01% 844
2020
Q4 		$2K Buy
+32
New +$2.25K ﹤0.01% 558

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VPM
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VCM
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State Street
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WA
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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