SkyOak Wealth’s PJT Partners PJT Stock Holding History

SkyOak Wealth’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
2024 Q1	–	Sell	-3,238	Closed	-$330K	–	265
2023 Q4	$330K	Sell	3,238 -461	-12%	-$39.6K	0.09%	160
2023 Q3	$294K	Buy	+3,699	New	+$286K	0.09%	169

Other funds holding PJT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

SkyOak Wealth's PJT Position: Q1 2024 in Review

SkyOak Wealth sold out of PJT Partners (PJT) in Q1 2024, closing a stake of 3,238 shares — an estimated $330K sold.

SkyOak Wealth first reported a position in PJT in Q3 2023 and held it in 2 quarters. The position peaked at $330K in Q4 2023. 289 funds tracked by Wall St. Rank hold PJT as of Q1 2024.

SkyOak Wealth reported no remaining PJT Partners position as of Q1 2024 after selling out during the quarter.
SkyOak Wealth sold 3,238 PJT Partners shares in Q1 2024, an estimated $330K.
SkyOak Wealth first reported a position in PJT Partners in Q3 2023 and held it in 2 quarters.
SkyOak Wealth's PJT Partners position peaked at $330K in Q4 2023.
289 funds tracked by Wall St. Rank held PJT Partners as of Q1 2024.

Based on SkyOak Wealth's 13F filing for Q1 2024, filed 29 Apr 2024.