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Intercontinental Wealth Advisors’s PJT Partners PJT Stock Holding History

Intercontinental Wealth Advisors’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
Q1 		– Sell
-6
Closed – – 266
2019
Q4 		$0 Hold
6
– – ﹤0.01% 403
2019
Q3 		$0 Hold
6
– – ﹤0.01% 437
2019
Q2 		$0 Hold
6
– – ﹤0.01% 425
2019
Q1 		$0 Hold
6
– – ﹤0.01% 449
2018
Q4 		$0 Buy
+6
New +$269 ﹤0.01% 447

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Intercontinental Wealth Advisors's PJT Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of PJT Partners (PJT) in Q1 2020, closing a stake of 6 shares.

Intercontinental Wealth Advisors first reported a position in PJT in Q4 2018 and held it in 5 quarters. The position peaked at $0 in Q4 2019. 202 funds tracked by Wall St. Rank hold PJT as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining PJT Partners position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 6 PJT Partners shares in Q1 2020.
  • Intercontinental Wealth Advisors first reported a position in PJT Partners in Q4 2018 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's PJT Partners position peaked at $0 in Q4 2019.
  • 202 funds tracked by Wall St. Rank held PJT Partners as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.