TCI Wealth Advisors’s PJT Partners PJT Stock Holding History

TCI 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 Q2	–	Sell	-69	Closed	-$4.98K	–	1662
2023 Q1	$4.98K	Hold	69	–	–	﹤0.01%	1532
2022 Q4	$5.08K	Buy	69 +67	+3,350%	+$5.02K	﹤0.01%	1515
2022 Q3	$0	Buy	+2	New	+$140	﹤0.01%	2507
2022 Q1	–	Sell	-57	Closed	-$4K	–	2392
2021 Q4	$4K	Buy	57 +2	+4%	+$159	﹤0.01%	1872
2021 Q3	$4K	Buy	55 +24	+77%	+$1.84K	﹤0.01%	1798
2021 Q2	$2K	Hold	31	–	–	﹤0.01%	2065
2021 Q1	$2K	Buy	+31	New	+$2.25K	﹤0.01%	1845
2020 Q2	–	Sell	-37	Closed	-$2K	–	1620
2020 Q1	$2K	Buy	+37	New	+$1.62K	﹤0.01%	1066
2019 Q4	–	Sell	-10	Closed	–	–	1655
2019 Q3	$0	Buy	+10	New	+$402	﹤0.01%	1597
2016 Q1	–	Sell	-39	Closed	-$1K	–	1389
2015 Q4	$1K	Buy	+39	New	+$893	﹤0.01%	957

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return

TCI Wealth Advisors's PJT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of PJT Partners (PJT) in Q2 2023, closing a stake of 69 shares — an estimated $4.98K sold.

TCI Wealth Advisors first reported a position in PJT in Q4 2015 and held it in 10 quarters. The position peaked at $5.08K in Q4 2022. 230 funds tracked by Wall St. Rank hold PJT as of Q2 2023.

TCI Wealth Advisors reported no remaining PJT Partners position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 69 PJT Partners shares in Q2 2023, an estimated $4.98K.
TCI Wealth Advisors first reported a position in PJT Partners in Q4 2015 and held it in 10 quarters.
TCI Wealth Advisors's PJT Partners position peaked at $5.08K in Q4 2022.
230 funds tracked by Wall St. Rank held PJT Partners as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.