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Fortis Capital Advisors’s PJT Partners PJT Stock Holding History

Fortis 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
2023
Q2 		– Sell
-399
Closed -$28.8K – 478
2023
Q1 		$28.8K Buy
+399
New +$30.6K 0.02% 363

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return

Fortis Capital Advisors's PJT Position: Q2 2023 in Review

Fortis Capital Advisors sold out of PJT Partners (PJT) in Q2 2023, closing a stake of 399 shares — an estimated $28.8K sold.

Fortis Capital Advisors first reported a position in PJT in Q1 2023 and held it in 1 quarter. The position peaked at $28.8K in Q1 2023. 230 funds tracked by Wall St. Rank hold PJT as of Q2 2023.

  • Fortis Capital Advisors reported no remaining PJT Partners position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 399 PJT Partners shares in Q2 2023, an estimated $28.8K.
  • Fortis Capital Advisors first reported a position in PJT Partners in Q1 2023 and held it in 1 quarter.
  • Fortis Capital Advisors's PJT Partners position peaked at $28.8K in Q1 2023.
  • 230 funds tracked by Wall St. Rank held PJT Partners as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.