HWMA
PJT icon

Heritage Wealth Management (Arizona)’s PJT Partners PJT Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q2 		– Sell
-4
Closed – – 1043
2022
Q1 		$0 Buy
+4
New +$260 ﹤0.01% 994
2021
Q3 		$0 Hold
4
– – ﹤0.01% 920
2021
Q2 		$1K Buy
+4
New +$286 ﹤0.01% 876

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PJT Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of PJT Partners (PJT) in Q2 2022, closing a stake of 4 shares.

Heritage Wealth Management (Arizona) first reported a position in PJT in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 224 funds tracked by Wall St. Rank hold PJT as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining PJT Partners position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 4 PJT Partners shares in Q2 2022.
  • Heritage Wealth Management (Arizona) first reported a position in PJT Partners in Q2 2021 and held it in 3 quarters.
  • Heritage Wealth Management (Arizona)'s PJT Partners position peaked at $1K in Q2 2021.
  • 224 funds tracked by Wall St. Rank held PJT Partners as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.