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Plante Moran Financial Advisors’s PJT Partners PJT Stock Holding History

Plante Moran Financial 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
2023
Q2 		– Sell
-5
Closed -$361 – 880
2023
Q1 		$361 Buy
+5
New +$384 ﹤0.01% 757
2021
Q4 		– Sell
-18
Closed -$1K – 1079
2021
Q3 		$1K Buy
+18
New +$1.38K ﹤0.01% 898
2017
Q1 		– Sell
-31
Closed -$1K – 993
2016
Q4 		$1K Buy
31
+25
+417% +$719 ﹤0.01% 928
2016
Q3 		$0 Hold
6
– – ﹤0.01% 975
2016
Q2 		$0 Sell
6
-4
-40% -$96 ﹤0.01% 930
2016
Q1 		$0 Buy
10
+4
+67% +$103 ﹤0.01% 992
2015
Q4 		$0 Buy
+6
New +$137 ﹤0.01% 981

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EAM
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Loomis, Sayles & Company
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State Street
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Geode Capital Management
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GPGA
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