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Patriot Financial Group Insurance Agency’s PJT Partners PJT Stock Holding History

Patriot Financial Group Insurance Agency’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
Q1 		– Sell
-2
Closed – – 1691
2019
Q4 		$0 Hold
2
– – ﹤0.01% 1415
2019
Q3 		$0 Hold
2
– – ﹤0.01% 1426
2019
Q2 		$1K Hold
2
– – ﹤0.01% 1303
2019
Q1 		$0 Hold
2
– – ﹤0.01% 1293
2018
Q4 		$0 Hold
2
– – ﹤0.01% 1090
2018
Q3 		$1K Hold
2
– – ﹤0.01% 931
2018
Q2 		$0 Sell
2
-32
-94% -$1.75K ﹤0.01% 836
2018
Q1 		$2K Sell
34
-5
-13% -$241 ﹤0.01% 878
2017
Q4 		$1K Sell
39
-8
-17% -$325 ﹤0.01% 911
2017
Q3 		$2K Sell
47
-3
-6% -$119 ﹤0.01% 843
2017
Q2 		$2K Hold
50
– – ﹤0.01% 843
2017
Q1 		$2K Hold
50
– – ﹤0.01% 770
2016
Q4 		$2K Buy
+50
New +$1.44K ﹤0.01% 708

Other funds holding PJT

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EAM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PJT Position: Q1 2020 in Review

Patriot Financial Group Insurance Agency sold out of PJT Partners (PJT) in Q1 2020, closing a stake of 2 shares.

Patriot Financial Group Insurance Agency first reported a position in PJT in Q4 2016 and held it in 13 quarters. The position peaked at $2K in Q1 2018. 202 funds tracked by Wall St. Rank hold PJT as of Q1 2020.

  • Patriot Financial Group Insurance Agency reported no remaining PJT Partners position as of Q1 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2 PJT Partners shares in Q1 2020.
  • Patriot Financial Group Insurance Agency first reported a position in PJT Partners in Q4 2016 and held it in 13 quarters.
  • Patriot Financial Group Insurance Agency's PJT Partners position peaked at $2K in Q1 2018.
  • 202 funds tracked by Wall St. Rank held PJT Partners as of Q1 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2020, filed 15 Apr 2020.