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Financial Advocates Investment Management’s PJT Partners PJT Stock Holding History

Financial Advocates Investment 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
2022
Q4 		– Sell
-22,944
Closed -$1.63M – 835
2022
Q3 		$1.63M Buy
+22,944
New +$1.61M 0.13% 175
2021
Q4 		– Sell
-2,588
Closed -$205K – 800
2021
Q3 		$205K Sell
2,588
-694
-21% -$53.2K 0.01% 704
2021
Q2 		$234K Buy
+3,282
New +$234K 0.02% 663

Other funds holding PJT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Advocates Investment Management's PJT Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of PJT Partners (PJT) in Q4 2022, closing a stake of 22,944 shares — an estimated $1.63M sold.

Financial Advocates Investment Management first reported a position in PJT in Q2 2021 and held it in 3 quarters. The position peaked at $1.63M in Q3 2022. 238 funds tracked by Wall St. Rank hold PJT as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining PJT Partners position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 22,944 PJT Partners shares in Q4 2022, an estimated $1.63M.
  • Financial Advocates Investment Management first reported a position in PJT Partners in Q2 2021 and held it in 3 quarters.
  • Financial Advocates Investment Management's PJT Partners position peaked at $1.63M in Q3 2022.
  • 238 funds tracked by Wall St. Rank held PJT Partners as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.