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PJT icon

DFPG Investments’s PJT Partners PJT Stock Holding History

DFPG Investments’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
2023
Q4 		$783K Sell
8,035
-639
-7% -$54.9K 0.06% 288
2023
Q3 		$708K Sell
8,674
-1,808
-17% -$140K 0.07% 273
2023
Q2 		$812K Buy
10,482
+1,270
+14% +$87.7K 0.07% 270
2023
Q1 		$665K Buy
9,212
+468
+5% +$35.9K 0.07% 274
2022
Q4 		$684K Buy
+8,744
New +$655K 0.11% 206

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DFPG Investments's PJT Position: Q4 2023 in Review

DFPG Investments reduced its PJT Partners (PJT) stake by 7.4% in Q4 2023, selling an estimated $54.9K and leaving 8,035 shares worth $783K. The position accounts for 0.06% of the portfolio, ranked #288.

DFPG Investments first reported a position in PJT in Q4 2022 and has held it in 5 quarters since. The position peaked at $812K in Q2 2023. 284 funds tracked by Wall St. Rank hold PJT as of Q4 2023.

  • DFPG Investments held 8,035 shares of PJT Partners worth $783K as of Q4 2023.
  • DFPG Investments sold 639 PJT Partners shares in Q4 2023, an estimated $54.9K.
  • PJT Partners made up 0.06% of DFPG Investments's portfolio in Q4 2023, its #288 holding.
  • DFPG Investments first reported a position in PJT Partners in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's PJT Partners position peaked at $812K in Q2 2023.
  • 284 funds tracked by Wall St. Rank held PJT Partners as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.