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Sowell Financial Services’s PJT Partners PJT Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-60
Closed -$4K – 2107
2021
Q1 		$4K Sell
60
-75
-56% -$5.43K ﹤0.01% 2678
2020
Q4 		$10K Sell
135
-2
-1% -$141 ﹤0.01% 2016
2020
Q3 		$8K Hold
137
– – ﹤0.01% 1877
2020
Q2 		$7K Sell
137
-5
-4% -$246 ﹤0.01% 1807
2020
Q1 		$6K Sell
142
-2
-1% -$88 ﹤0.01% 1773
2019
Q4 		$6K Sell
144
-8
-5% -$336 ﹤0.01% 1852
2019
Q3 		$6K Buy
+152
New +$6.12K ﹤0.01% 1707
2017
Q1 		– Sell
-85
Closed -$3K – 501
2016
Q4 		$3K Buy
+85
New +$2.44K ﹤0.01% 572

Other funds holding PJT

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ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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 $71.2B AUM 41.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's PJT Position: Q2 2021 in Review

Sowell Financial Services sold out of PJT Partners (PJT) in Q2 2021, closing a stake of 60 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in PJT in Q4 2016 and held it in 8 quarters. The position peaked at $10K in Q4 2020. 229 funds tracked by Wall St. Rank hold PJT as of Q2 2021.

  • Sowell Financial Services reported no remaining PJT Partners position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 60 PJT Partners shares in Q2 2021, an estimated $4K.
  • Sowell Financial Services first reported a position in PJT Partners in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's PJT Partners position peaked at $10K in Q4 2020.
  • 229 funds tracked by Wall St. Rank held PJT Partners as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.