FinTrust Capital Advisors’s PJT Partners PJT Stock Holding History

FinTrust Capital 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
2024 Q3	$1.6K	Hold	12	–	–	﹤0.01%	1240
2024 Q2	$1.29K	Hold	12	–	–	﹤0.01%	1234
2024 Q1	$1.13K	Sell	12 -45	-79%	-$4.42K	﹤0.01%	1155
2023 Q4	$5.81K	Buy	57 +30	+111%	+$2.58K	﹤0.01%	926
2023 Q3	$2.15K	Buy	27 +15	+125%	+$1.16K	﹤0.01%	1011
2023 Q2	$885	Hold	12	–	–	﹤0.01%	1117
2023 Q1	$885	Hold	12	–	–	﹤0.01%	1109
2022 Q4	$884	Hold	12	–	–	﹤0.01%	1106
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	1187
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	1181
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	1185
2021 Q4	$1K	Sell	12 -12	-50%	-$956	﹤0.01%	1153
2021 Q3	$2K	Hold	24	–	–	﹤0.01%	1106
2021 Q2	$2K	Hold	24	–	–	﹤0.01%	1120
2021 Q1	$2K	Hold	24	–	–	﹤0.01%	1103
2020 Q4	$2K	Hold	24	–	–	﹤0.01%	1023
2020 Q3	$1	Hold	24	–	–	﹤0.01%	1109
2020 Q2	$1K	Sell	24 -10	-29%	-$493	﹤0.01%	1028
2020 Q1	$1K	Hold	34	–	–	﹤0.01%	1079
2019 Q4	$2K	Hold	34	–	–	﹤0.01%	1008
2019 Q3	$1K	Hold	34	–	–	﹤0.01%	1040
2019 Q2	$1K	Sell	34 -7	-17%	-$285	﹤0.01%	1014
2019 Q1	$2K	Hold	41	–	–	﹤0.01%	1116
2018 Q4	$2K	Buy	+41	New	+$1.84K	﹤0.01%	1121

Other funds holding PJT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

FinTrust Capital Advisors's PJT Position: Q3 2024 in Review

FinTrust Capital Advisors held its PJT Partners (PJT) position steady in Q3 2024 at 12 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

FinTrust Capital Advisors first reported a position in PJT in Q4 2018 and has held it in 24 quarters since. The position peaked at $5.81K in Q4 2023. 332 funds tracked by Wall St. Rank hold PJT as of Q3 2024.

FinTrust Capital Advisors held 12 shares of PJT Partners worth $1.6K as of Q3 2024.
FinTrust Capital Advisors left its PJT Partners share count unchanged in Q3 2024.
PJT Partners made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1240 holding.
FinTrust Capital Advisors first reported a position in PJT Partners in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's PJT Partners position peaked at $5.81K in Q4 2023.
332 funds tracked by Wall St. Rank held PJT Partners as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.