Global Wealth Management Investment Advisory’s PJT Partners PJT Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-2	Closed	-$204	–	353
2023 Q4	$204	Hold	2	–	–	﹤0.01%	457
2023 Q3	$159	Hold	2	–	–	﹤0.01%	462
2023 Q2	$139	Buy	+2	New	+$138	﹤0.01%	467
2022 Q3	–	Sell	-2	Closed	–	–	378
2022 Q2	$0	Hold	2	–	–	﹤0.01%	526
2022 Q1	$0	Hold	2	–	–	﹤0.01%	518
2021 Q4	$0	Hold	2	–	–	﹤0.01%	493
2021 Q3	$0	Hold	2	–	–	﹤0.01%	483
2021 Q2	$0	Hold	2	–	–	﹤0.01%	481
2021 Q1	$0	Hold	2	–	–	﹤0.01%	506
2020 Q4	$0	Hold	2	–	–	﹤0.01%	484
2020 Q3	$0	Hold	2	–	–	﹤0.01%	578
2020 Q2	$0	Hold	2	–	–	﹤0.01%	656
2020 Q1	$0	Hold	2	–	–	﹤0.01%	647
2019 Q4	$0	Hold	2	–	–	﹤0.01%	699
2019 Q3	$0	Hold	2	–	–	﹤0.01%	701
2019 Q2	$0	Hold	2	–	–	﹤0.01%	762
2019 Q1	$0	Hold	2	–	–	﹤0.01%	739
2018 Q4	$0	Buy	+2	New	+$90	﹤0.01%	716

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

EAM

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Global Wealth Management Investment Advisory's PJT Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of PJT Partners (PJT) in Q1 2024, closing a stake of 2 shares — an estimated $204 sold.

Global Wealth Management Investment Advisory first reported a position in PJT in Q4 2018 and held it in 18 quarters. The position peaked at $204 in Q4 2023. 289 funds tracked by Wall St. Rank hold PJT as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining PJT Partners position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 2 PJT Partners shares in Q1 2024, an estimated $204.
Global Wealth Management Investment Advisory first reported a position in PJT Partners in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's PJT Partners position peaked at $204 in Q4 2023.
289 funds tracked by Wall St. Rank held PJT Partners as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.