Triad Wealth Partners’s PJT Partners PJT Stock Holding History

Triad Wealth Partners’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 Q3	–	Sell	-3	Closed	-$324	–	668
2024 Q2	$324	Buy	+3	New	+$301	﹤0.01%	925

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

Triad Wealth Partners's PJT Position: Q3 2024 in Review

Triad Wealth Partners sold out of PJT Partners (PJT) in Q3 2024, closing a stake of 3 shares — an estimated $324 sold.

Triad Wealth Partners first reported a position in PJT in Q2 2024 and held it in 1 quarter. The position peaked at $324 in Q2 2024. 332 funds tracked by Wall St. Rank hold PJT as of Q3 2024.

Triad Wealth Partners reported no remaining PJT Partners position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 3 PJT Partners shares in Q3 2024, an estimated $324.
Triad Wealth Partners first reported a position in PJT Partners in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's PJT Partners position peaked at $324 in Q2 2024.
332 funds tracked by Wall St. Rank held PJT Partners as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.