Sutton Wealth Advisors’s PJT Partners PJT Stock Holding History

Sutton 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 Q3	$1.35K	Hold	17	–	–	﹤0.01%	768
2023 Q2	$1.18K	Hold	17	–	–	﹤0.01%	762
2023 Q1	$1.23K	Hold	17	–	–	﹤0.01%	709
2022 Q4	$1.25K	Hold	17	–	–	﹤0.01%	1272
2022 Q3	$1.14K	Hold	17	–	–	﹤0.01%	1260
2022 Q2	$1.2K	Hold	17	–	–	﹤0.01%	1246
2022 Q1	$1.07K	Hold	17	–	–	﹤0.01%	1327
2021 Q4	$1.26K	Hold	17	–	–	﹤0.01%	1271
2021 Q3	$1.34K	Hold	17	–	–	﹤0.01%	1220
2021 Q2	$1.21K	Hold	17	–	–	﹤0.01%	1215
2021 Q1	$1.15K	Hold	17	–	–	﹤0.01%	1191
2020 Q4	$1.28K	Hold	17	–	–	﹤0.01%	1158
2020 Q3	$1.03K	Hold	17	–	–	﹤0.01%	1138
2020 Q2	$873	Hold	17	–	–	﹤0.01%	1138
2020 Q1	$738	Hold	17	–	–	﹤0.01%	1120
2019 Q4	$767	Hold	17	–	–	﹤0.01%	1135
2019 Q3	$692	Hold	17	–	–	﹤0.01%	1142
2019 Q2	$689	Hold	17	–	–	﹤0.01%	1128
2019 Q1	$711	Hold	17	–	–	﹤0.01%	1136
2018 Q4	$659	Hold	17	–	–	﹤0.01%	1069
2018 Q3	$890	Hold	17	–	–	﹤0.01%	1047
2018 Q2	$908	Hold	17	–	–	﹤0.01%	1065
2018 Q1	$852	Hold	17	–	–	﹤0.01%	1062
2017 Q4	$775	Hold	17	–	–	﹤0.01%	1019
2017 Q3	$651	Hold	17	–	–	﹤0.01%	1022
2017 Q2	$684	Hold	17	–	–	﹤0.01%	1019
2017 Q1	$597	Hold	17	–	–	﹤0.01%	1009
2016 Q4	$525	Hold	17	–	–	﹤0.01%	1011
2016 Q3	$464	Hold	17	–	–	﹤0.01%	1005
2016 Q2	$391	Hold	17	–	–	﹤0.01%	994
2016 Q1	$409	Buy	+17	New	+$438	﹤0.01%	980

Other funds holding PJT

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Sutton Wealth Advisors's PJT Position: Q3 2023 in Review

Sutton Wealth Advisors held its PJT Partners (PJT) position steady in Q3 2023 at 17 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Sutton Wealth Advisors first reported a position in PJT in Q1 2016 and has held it in 31 quarters since. 251 funds tracked by Wall St. Rank hold PJT as of Q3 2023.

Sutton Wealth Advisors held 17 shares of PJT Partners worth $1.35K as of Q3 2023.
Sutton Wealth Advisors left its PJT Partners share count unchanged in Q3 2023.
PJT Partners made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #768 holding.
Sutton Wealth Advisors first reported a position in PJT Partners in Q1 2016 and has held it in 31 quarters since.
251 funds tracked by Wall St. Rank held PJT Partners as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.