Focused Wealth Management’s PJT Partners PJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17
| Closed | -$1.73K | – | 744 |
|
|
2023
Q4 | $1.73K | Hold |
17
| – | – | ﹤0.01% | 791 |
|
|
2023
Q3 | $1.35K | Hold |
17
| – | – | ﹤0.01% | 814 |
|
|
2023
Q2 | $1.18K | Hold |
17
| – | – | ﹤0.01% | 863 |
|
|
2023
Q1 | $1.23K | Hold |
17
| – | – | ﹤0.01% | 845 |
|
|
2022
Q4 | $1.25K | Hold |
17
| – | – | ﹤0.01% | 838 |
|
|
2022
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 883 |
|
|
2022
Q2 | $1K | Sell |
17
-2
| -11% | -$139 | ﹤0.01% | 860 |
|
|
2022
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 915 |
|
|
2021
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 912 |
|
|
2021
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 822 |
|
|
2021
Q2 | $1K | Buy |
19
+7
| +58% | +$500 | ﹤0.01% | 883 |
|
|
2021
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 872 |
|
|
2020
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 784 |
|
|
2020
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 740 |
|
|
2020
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 725 |
|
|
2020
Q1 | $1K | Sell |
12
-11
| -48% | -$482 | ﹤0.01% | 668 |
|
|
2019
Q4 | $1K | Buy |
23
+21
| +1,050% | +$881 | ﹤0.01% | 682 |
|
|
2019
Q3 | $0 | Sell |
2
-21
| -91% | -$845 | ﹤0.01% | 766 |
|
|
2019
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 704 |
|
|
2019
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 665 |
|
|
2018
Q4 | $1K | Buy |
23
+9
| +64% | +$404 | ﹤0.01% | 653 |
|
|
2018
Q3 | $1K | Sell |
14
-21
| -60% | -$1.18K | ﹤0.01% | 628 |
|
|
2018
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 583 |
|
|
2018
Q1 | $2K | Sell |
35
-1
| -3% | -$48 | ﹤0.01% | 627 |
|
|
2017
Q4 | $2K | Sell |
36
-22
| -38% | -$894 | ﹤0.01% | 614 |
|
|
2017
Q3 | $2K | Sell |
58
-13
| -18% | -$516 | ﹤0.01% | 582 |
|
|
2017
Q2 | $3K | Hold |
71
| – | – | ﹤0.01% | 607 |
|
|
2017
Q1 | $2K | Sell |
71
-10
| -12% | -$346 | ﹤0.01% | 622 |
|
|
2016
Q4 | $3K | Sell |
81
-915
| -92% | -$26.3K | ﹤0.01% | 592 |
|
|
2016
Q3 | $27K | Sell |
996
-69
| -6% | -$1.73K | 0.01% | 334 |
|
|
2016
Q2 | $24K | Sell |
1,065
-59
| -5% | -$1.42K | 0.01% | 333 |
|
|
2016
Q1 | $27K | Sell |
1,124
-2,075
| -65% | -$53.5K | 0.01% | 263 |
|
|
2015
Q4 | $90K | Buy |
+3,199
| New | +$73.2K | 0.05% | 159 |
|
Other funds holding PJT
EAM
Focused Wealth Management's PJT Position: Q1 2024 in Review
Focused Wealth Management sold out of PJT Partners (PJT) in Q1 2024, closing a stake of 17 shares — an estimated $1.73K sold.
Focused Wealth Management first reported a position in PJT in Q4 2015 and held it in 33 quarters. The position peaked at $90K in Q4 2015. 289 funds tracked by Wall St. Rank hold PJT as of Q1 2024.
- Focused Wealth Management reported no remaining PJT Partners position as of Q1 2024 after selling out during the quarter.
- Focused Wealth Management sold 17 PJT Partners shares in Q1 2024, an estimated $1.73K.
- Focused Wealth Management first reported a position in PJT Partners in Q4 2015 and held it in 33 quarters.
- Focused Wealth Management's PJT Partners position peaked at $90K in Q4 2015.
- 289 funds tracked by Wall St. Rank held PJT Partners as of Q1 2024.
Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.