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Kingsview Wealth Management’s PJT Partners PJT Stock Holding History

Kingsview Wealth Management’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
-6,738
Closed -$497K – 934
2022
Q4 		$497K Buy
+6,738
New +$505K 0.02% 513

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
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
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingsview Wealth Management's PJT Position: Q1 2023 in Review

Kingsview Wealth Management sold out of PJT Partners (PJT) in Q1 2023, closing a stake of 6,738 shares — an estimated $497K sold.

Kingsview Wealth Management first reported a position in PJT in Q4 2022 and held it in 1 quarter. The position peaked at $497K in Q4 2022. 250 funds tracked by Wall St. Rank hold PJT as of Q1 2023.

  • Kingsview Wealth Management reported no remaining PJT Partners position as of Q1 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 6,738 PJT Partners shares in Q1 2023, an estimated $497K.
  • Kingsview Wealth Management first reported a position in PJT Partners in Q4 2022 and held it in 1 quarter.
  • Kingsview Wealth Management's PJT Partners position peaked at $497K in Q4 2022.
  • 250 funds tracked by Wall St. Rank held PJT Partners as of Q1 2023.

Based on Kingsview Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.