MBM Wealth Consultants’s PJT Partners PJT Stock Holding History

MBM Wealth Consultants’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	-78	Closed	-$6K	–	325
2022 Q4	$6K	Buy	+78	New	+$5.85K	﹤0.01%	260

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MBM Wealth Consultants's PJT Position: Q1 2023 in Review

MBM Wealth Consultants sold out of PJT Partners (PJT) in Q1 2023, closing a stake of 78 shares — an estimated $6K sold.

MBM Wealth Consultants first reported a position in PJT in Q4 2022 and held it in 1 quarter. The position peaked at $6K in Q4 2022. 250 funds tracked by Wall St. Rank hold PJT as of Q1 2023.

MBM Wealth Consultants reported no remaining PJT Partners position as of Q1 2023 after selling out during the quarter.
MBM Wealth Consultants sold 78 PJT Partners shares in Q1 2023, an estimated $6K.
MBM Wealth Consultants first reported a position in PJT Partners in Q4 2022 and held it in 1 quarter.
MBM Wealth Consultants's PJT Partners position peaked at $6K in Q4 2022.
250 funds tracked by Wall St. Rank held PJT Partners as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.