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Selective Wealth Management’s PJT Partners PJT Stock Holding History

Selective Wealth Management’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
2022
Q1 		– Sell
-5
Closed – – 777
2021
Q4 		$0 Hold
5
– – ﹤0.01% 694
2021
Q3 		$0 Hold
5
– – ﹤0.01% 608
2021
Q2 		$0 Hold
5
– – ﹤0.01% 537
2021
Q1 		$0 Hold
5
– – ﹤0.01% 419
2020
Q4 		$0 Hold
5
– – ﹤0.01% 379
2020
Q3 		$0 Buy
+5
New +$281 ﹤0.01% 393

Other funds holding PJT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Selective Wealth Management's PJT Position: Q1 2022 in Review

Selective Wealth Management sold out of PJT Partners (PJT) in Q1 2022, closing a stake of 5 shares.

Selective Wealth Management first reported a position in PJT in Q3 2020 and held it in 6 quarters. The position peaked at $0 in Q4 2021. 226 funds tracked by Wall St. Rank hold PJT as of Q1 2022.

  • Selective Wealth Management reported no remaining PJT Partners position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 5 PJT Partners shares in Q1 2022.
  • Selective Wealth Management first reported a position in PJT Partners in Q3 2020 and held it in 6 quarters.
  • Selective Wealth Management's PJT Partners position peaked at $0 in Q4 2021.
  • 226 funds tracked by Wall St. Rank held PJT Partners as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.