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Optimum Investment Advisors’s PJT Partners PJT Stock Holding History

Optimum Investment 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
2020
Q4 		– Sell
-8
Closed – – 931
2020
Q3 		$0 Hold
8
– – ﹤0.01% 915
2020
Q2 		$0 Hold
8
– – ﹤0.01% 909
2020
Q1 		$0 Sell
8
-159
-95% -$6.97K ﹤0.01% 923
2019
Q4 		$8K Sell
167
-6
-3% -$252 ﹤0.01% 805
2019
Q3 		$7K Sell
173
-7
-4% -$282 ﹤0.01% 852
2019
Q2 		$7K Hold
180
– – ﹤0.01% 823
2019
Q1 		$8K Sell
180
-12
-6% -$515 ﹤0.01% 844
2018
Q4 		$7K Sell
192
-800
-81% -$35.9K ﹤0.01% 811
2018
Q3 		$52K Buy
992
+793
+398% +$44.6K 0.01% 523
2018
Q2 		$11K Hold
199
– – ﹤0.01% 833
2018
Q1 		$10K Buy
+199
New +$9.59K ﹤0.01% 826

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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Optimum Investment Advisors's PJT Position: Q4 2020 in Review

Optimum Investment Advisors sold out of PJT Partners (PJT) in Q4 2020, closing a stake of 8 shares.

Optimum Investment Advisors first reported a position in PJT in Q1 2018 and held it in 11 quarters. The position peaked at $52K in Q3 2018. 242 funds tracked by Wall St. Rank hold PJT as of Q4 2020.

  • Optimum Investment Advisors reported no remaining PJT Partners position as of Q4 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 8 PJT Partners shares in Q4 2020.
  • Optimum Investment Advisors first reported a position in PJT Partners in Q1 2018 and held it in 11 quarters.
  • Optimum Investment Advisors's PJT Partners position peaked at $52K in Q3 2018.
  • 242 funds tracked by Wall St. Rank held PJT Partners as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.