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Life Planning Partners’s PJT Partners PJT Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-10
Closed -$1.02K – 183
2023
Q4 		$1.02K Buy
+10
New +$860 ﹤0.01% 235
2022
Q3 		$668 Hold
10
– – ﹤0.01% 177
2022
Q2 		$1K Hold
10
– – ﹤0.01% 174
2022
Q1 		$1K Hold
10
– – ﹤0.01% 174
2021
Q4 		$1K Buy
+10
New +$797 ﹤0.01% 161

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Life Planning Partners's PJT Position: Q1 2024 in Review

Life Planning Partners sold out of PJT Partners (PJT) in Q1 2024, closing a stake of 10 shares — an estimated $1.02K sold.

Life Planning Partners first reported a position in PJT in Q4 2021 and held it in 5 quarters. The position peaked at $1.02K in Q4 2023. 289 funds tracked by Wall St. Rank hold PJT as of Q1 2024.

  • Life Planning Partners reported no remaining PJT Partners position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 10 PJT Partners shares in Q1 2024, an estimated $1.02K.
  • Life Planning Partners first reported a position in PJT Partners in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's PJT Partners position peaked at $1.02K in Q4 2023.
  • 289 funds tracked by Wall St. Rank held PJT Partners as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.