EverSource Wealth Advisors’s PJT Partners PJT Stock Holding History

EverSource Wealth 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	$16.1K	Buy	115 +21	+22%	+$3.31K	﹤0.01%	2640
2025 Q4	$15.7K	Sell	94 -33	-26%	-$5.64K	﹤0.01%	2550
2025 Q3	$22.6K	Sell	127 -3	-2%	-$540	﹤0.01%	2274
2025 Q2	$21.5K	Buy	130 +44	+51%	+$6.39K	﹤0.01%	2240
2025 Q1	$11.9K	Buy	86 +10	+13%	+$1.57K	﹤0.01%	2016
2024 Q4	$12K	Buy	76 +29	+62%	+$4.42K	﹤0.01%	1897
2024 Q3	$6.27K	Hold	47	–	–	﹤0.01%	2124
2024 Q2	$6.25K	Buy	47 +34	+262%	+$3.42K	﹤0.01%	2125
2024 Q1	$1.23K	Buy	13 +2	+18%	+$197	﹤0.01%	2518
2023 Q4	$1.12K	Hold	11	–	–	﹤0.01%	2362
2023 Q3	$874	Hold	11	–	–	﹤0.01%	2282
2023 Q2	$766	Hold	11	–	–	﹤0.01%	2279
2023 Q1	$794	Hold	11	–	–	﹤0.01%	2158
2022 Q4	$811	Buy	+11	New	+$824	﹤0.01%	2143
2022 Q2	–	Sell	-105	Closed	-$7K	–	1849
2022 Q1	$7K	Hold	105	–	–	﹤0.01%	1143
2021 Q4	$8K	Buy	+105	New	+$8.37K	﹤0.01%	1060

Other funds holding PJT

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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