SOA Wealth Advisors’s PJT Partners PJT Stock Holding History

SOA Wealth 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 Q4	–	Sell	-14	Closed	-$1.11K	–	938
2023 Q3	$1.11K	Hold	14	–	–	﹤0.01%	766
2023 Q2	$975	Hold	14	–	–	﹤0.01%	782
2023 Q1	$1.01K	Hold	14	–	–	﹤0.01%	788
2022 Q4	$1.03K	Hold	14	–	–	﹤0.01%	793
2022 Q3	$0	Hold	14	–	–	﹤0.01%	949
2022 Q2	$0	Hold	14	–	–	﹤0.01%	979
2022 Q1	$0	Hold	14	–	–	﹤0.01%	983
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	838
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	859
2021 Q2	$0	Hold	14	–	–	﹤0.01%	947
2021 Q1	$0	Hold	14	–	–	﹤0.01%	899
2020 Q4	$1K	Buy	+14	New	+$986	﹤0.01%	758

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOA Wealth Advisors's PJT Position: Q4 2023 in Review

SOA Wealth Advisors sold out of PJT Partners (PJT) in Q4 2023, closing a stake of 14 shares — an estimated $1.11K sold.

SOA Wealth Advisors first reported a position in PJT in Q4 2020 and held it in 12 quarters. The position peaked at $1.11K in Q3 2023. 284 funds tracked by Wall St. Rank hold PJT as of Q4 2023.

SOA Wealth Advisors reported no remaining PJT Partners position as of Q4 2023 after selling out during the quarter.
SOA Wealth Advisors sold 14 PJT Partners shares in Q4 2023, an estimated $1.11K.
SOA Wealth Advisors first reported a position in PJT Partners in Q4 2020 and held it in 12 quarters.
SOA Wealth Advisors's PJT Partners position peaked at $1.11K in Q3 2023.
284 funds tracked by Wall St. Rank held PJT Partners as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.