GoalVest Advisory’s PJT Partners PJT Stock Holding History

GoalVest 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
2023 Q1	–	Sell	-329	Closed	-$24.2K	–	288
2022 Q4	$24.2K	Hold	329	–	–	0.02%	150
2022 Q3	$22K	Hold	329	–	–	0.02%	150
2022 Q2	$23K	Hold	329	–	–	0.01%	210
2022 Q1	$21K	Buy	+329	New	+$21.4K	0.01%	194
2021 Q2	$23K	Hold	329	–	–	0.01%	175
2021 Q1	$22K	Hold	329	–	–	0.02%	148
2020 Q4	$25K	Buy	+329	New	+$23.2K	0.02%	143

Other funds holding PJT

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

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

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

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

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

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

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

GoalVest Advisory's PJT Position: Q1 2023 in Review

GoalVest Advisory sold out of PJT Partners (PJT) in Q1 2023, closing a stake of 329 shares — an estimated $24.2K sold.

GoalVest Advisory first reported a position in PJT in Q4 2020 and held it in 7 quarters. The position peaked at $25K in Q4 2020. 250 funds tracked by Wall St. Rank hold PJT as of Q1 2023.

GoalVest Advisory reported no remaining PJT Partners position as of Q1 2023 after selling out during the quarter.
GoalVest Advisory sold 329 PJT Partners shares in Q1 2023, an estimated $24.2K.
GoalVest Advisory first reported a position in PJT Partners in Q4 2020 and held it in 7 quarters.
GoalVest Advisory's PJT Partners position peaked at $25K in Q4 2020.
250 funds tracked by Wall St. Rank held PJT Partners as of Q1 2023.

Based on GoalVest Advisory's 13F filing for Q1 2023, filed 3 Apr 2023.