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Safeguard Investment Advisory Group’s PJT Partners PJT Stock Holding History

Safeguard Investment Advisory 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
Q1 		– Sell
-5
Closed – – 527
2020
Q4 		$0 Buy
+5
New +$352 ﹤0.01% 762

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EAM
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ClearBridge Investments
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Safeguard Investment Advisory Group's PJT Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of PJT Partners (PJT) in Q1 2021, closing a stake of 5 shares.

Safeguard Investment Advisory Group first reported a position in PJT in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 242 funds tracked by Wall St. Rank hold PJT as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining PJT Partners position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 5 PJT Partners shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in PJT Partners in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's PJT Partners position peaked at $0 in Q4 2020.
  • 242 funds tracked by Wall St. Rank held PJT Partners as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.