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Tyler-Stone Wealth Management’s PJT Partners PJT Stock Holding History

Tyler-Stone Wealth Management’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 – 771
2024
Q2 		$324 Hold
3
– – ﹤0.01% 943
2024
Q1 		$283 Hold
3
– – ﹤0.01% 932
2023
Q4 		$306 Hold
3
– – ﹤0.01% 910
2023
Q3 		$0 Hold
3
– – ﹤0.01% 936
2023
Q2 		$0 Buy
+3
New +$207 ﹤0.01% 906
2022
Q4 		$0 Hold
3
– – ﹤0.01% 894
2022
Q3 		$0 Hold
3
– – ﹤0.01% 889
2022
Q2 		$0 Hold
3
– – ﹤0.01% 899
2022
Q1 		$0 Hold
3
– – ﹤0.01% 920
2021
Q4 		$0 Buy
+3
New +$239 ﹤0.01% 924

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
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
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
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Tyler-Stone Wealth Management's PJT Position: Q3 2024 in Review

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

Tyler-Stone Wealth Management first reported a position in PJT in Q4 2021 and held it in 10 quarters. The position peaked at $324 in Q2 2024. 332 funds tracked by Wall St. Rank hold PJT as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining PJT Partners position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 3 PJT Partners shares in Q3 2024, an estimated $324.
  • Tyler-Stone Wealth Management first reported a position in PJT Partners in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management'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 Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.