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Next Financial Group’s PJT Partners PJT Stock Holding History

Next Financial Group’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
2021
Q4 		$0 Hold
1
– – ﹤0.01% 2941
2021
Q3 		$0 Hold
1
– – ﹤0.01% 2798
2021
Q2 		$0 Hold
1
– – ﹤0.01% 2686
2021
Q1 		$0 Hold
1
– – ﹤0.01% 2617
2020
Q4 		$0 Hold
1
– – ﹤0.01% 2399
2020
Q3 		$0 Buy
+1
New +$56 ﹤0.01% 2205
2020
Q2 		– Sell
-1
Closed – – 1544
2020
Q1 		$0 Sell
1
-2
-67% -$88 ﹤0.01% 2338
2019
Q4 		$0 Sell
3
-32
-91% -$1.34K ﹤0.01% 2500
2019
Q3 		$1K Sell
35
-15
-30% -$603 ﹤0.01% 2247
2019
Q2 		$2K Buy
50
+39
+355% +$1.59K ﹤0.01% 2137
2019
Q1 		$0 Sell
11
-13
-54% -$557 ﹤0.01% 1995
2018
Q4 		$1K Sell
24
-21
-47% -$942 ﹤0.01% 1871
2018
Q3 		$2K Buy
+45
New +$2.53K ﹤0.01% 1320
2017
Q4 		– Sell
-46
Closed -$2K – 1084
2017
Q3 		$2K Sell
46
-10
-18% -$397 ﹤0.01% 1609
2017
Q2 		$2K Sell
56
-15
-21% -$561 ﹤0.01% 1744
2017
Q1 		$2K Sell
71
-26
-27% -$900 ﹤0.01% 1716
2016
Q4 		$3K Sell
97
-6
-6% -$173 ﹤0.01% 2098
2016
Q3 		$3K Buy
103
+23
+29% +$576 ﹤0.01% 2085
2016
Q2 		$1K Buy
80
+7
+10% +$169 ﹤0.01% 1678
2016
Q1 		$1K Sell
73
-1
-1% -$26 ﹤0.01% 1655
2015
Q4 		$2K Buy
+74
New +$1.69K ﹤0.01% 1606

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's PJT Position: Q4 2021 in Review

Next Financial Group held its PJT Partners (PJT) position steady in Q4 2021 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2941.

Next Financial Group first reported a position in PJT in Q4 2015 and has held it in 21 quarters since. The position peaked at $3K in Q4 2016. 249 funds tracked by Wall St. Rank hold PJT as of Q4 2021.

  • Next Financial Group held 1 share of PJT Partners worth $0 as of Q4 2021.
  • Next Financial Group left its PJT Partners share count unchanged in Q4 2021.
  • PJT Partners made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2941 holding.
  • Next Financial Group first reported a position in PJT Partners in Q4 2015 and has held it in 21 quarters since.
  • Next Financial Group's PJT Partners position peaked at $3K in Q4 2016.
  • 249 funds tracked by Wall St. Rank held PJT Partners as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.