IMA Advisory Services’s PJT Partners PJT Stock Holding History

IMA Advisory Services’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
2020 Q4	–	Sell	-35	Closed	-$2K	–	312
2020 Q3	$2K	Buy	+35	New	+$1.97K	﹤0.01%	272

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

IMA Advisory Services's PJT Position: Q4 2020 in Review

IMA Advisory Services sold out of PJT Partners (PJT) in Q4 2020, closing a stake of 35 shares — an estimated $2K sold.

IMA Advisory Services first reported a position in PJT in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 242 funds tracked by Wall St. Rank hold PJT as of Q4 2020.

IMA Advisory Services reported no remaining PJT Partners position as of Q4 2020 after selling out during the quarter.
IMA Advisory Services sold 35 PJT Partners shares in Q4 2020, an estimated $2K.
IMA Advisory Services first reported a position in PJT Partners in Q3 2020 and held it in 1 quarter.
IMA Advisory Services's PJT Partners position peaked at $2K in Q3 2020.
242 funds tracked by Wall St. Rank held PJT Partners as of Q4 2020.

Based on IMA Advisory Services's 13F filing for Q4 2020, filed 8 Feb 2021.