GI
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Gradient Investments’s PJT Partners PJT Stock Holding History

Gradient Investments’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
-10
Closed -$1.02K – 1672
2023
Q4 		$1.02K Hold
10
– – ﹤0.01% 1413
2023
Q3 		$794 Hold
10
– – ﹤0.01% 1440
2023
Q2 		$696 Hold
10
– – ﹤0.01% 1467
2023
Q1 		$722 Hold
10
– – ﹤0.01% 1242
2022
Q4 		$737 Hold
10
– – ﹤0.01% 1250
2022
Q3 		$1K Buy
+10
New +$701 ﹤0.01% 1274

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Gradient Investments's PJT Position: Q1 2024 in Review

Gradient Investments sold out of PJT Partners (PJT) in Q1 2024, closing a stake of 10 shares — an estimated $1.02K sold.

Gradient Investments first reported a position in PJT in Q3 2022 and held it in 6 quarters. The position peaked at $1.02K in Q4 2023. 289 funds tracked by Wall St. Rank hold PJT as of Q1 2024.

  • Gradient Investments reported no remaining PJT Partners position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 10 PJT Partners shares in Q1 2024, an estimated $1.02K.
  • Gradient Investments first reported a position in PJT Partners in Q3 2022 and held it in 6 quarters.
  • Gradient Investments's PJT Partners position peaked at $1.02K in Q4 2023.
  • 289 funds tracked by Wall St. Rank held PJT Partners as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.