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Financial Gravity Asset Management’s PJT Partners PJT Stock Holding History

Financial Gravity Asset 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
2023
Q3 		– Sell
-70
Closed -$231 – 1626
2023
Q2 		$231 Sell
70
-2
-3% -$138 ﹤0.01% 1155
2023
Q1 		$1 Sell
72
-2
-3% -$153 ﹤0.01% 1074
2022
Q4 		$194 Buy
+74
New +$5.55K ﹤0.01% 957

Other funds holding PJT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's PJT Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of PJT Partners (PJT) in Q3 2023, closing a stake of 70 shares — an estimated $231 sold.

Financial Gravity Asset Management first reported a position in PJT in Q4 2022 and held it in 3 quarters. The position peaked at $231 in Q2 2023. 251 funds tracked by Wall St. Rank hold PJT as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining PJT Partners position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 70 PJT Partners shares in Q3 2023, an estimated $231.
  • Financial Gravity Asset Management first reported a position in PJT Partners in Q4 2022 and held it in 3 quarters.
  • Financial Gravity Asset Management's PJT Partners position peaked at $231 in Q2 2023.
  • 251 funds tracked by Wall St. Rank held PJT Partners as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.