Lenox Wealth Advisors’s PJT Partners PJT Stock Holding History

Lenox 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
2022 Q1	–	Sell	-10	Closed	-$1K	–	939
2021 Q4	$1K	Buy	+10	New	+$797	﹤0.01%	892
2017 Q4	–	Sell	-46	Closed	-$2K	–	441
2017 Q3	$2K	Buy	+46	New	+$1.82K	﹤0.01%	162
2016 Q4	–	Sell	-14	Closed	–	–	165
2016 Q3	$0	Hold	14	–	–	﹤0.01%	216
2016 Q2	$0	Hold	14	–	–	﹤0.01%	246
2016 Q1	$0	Hold	14	–	–	﹤0.01%	373
2015 Q4	$0	Buy	+14	New	+$321	﹤0.01%	553

Other funds holding PJT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Lenox Wealth Advisors's PJT Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of PJT Partners (PJT) in Q1 2022, closing a stake of 10 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in PJT in Q4 2015 and held it in 6 quarters. The position peaked at $2K in Q3 2017. 226 funds tracked by Wall St. Rank hold PJT as of Q1 2022.

Lenox Wealth Advisors reported no remaining PJT Partners position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 10 PJT Partners shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in PJT Partners in Q4 2015 and held it in 6 quarters.
Lenox Wealth Advisors's PJT Partners position peaked at $2K in Q3 2017.
226 funds tracked by Wall St. Rank held PJT Partners as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.