Valeo Financial Advisors’s PJT Partners PJT Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-25	Closed	-$2K	–	1451
2021 Q1	$2K	Sell	25 -2	-7%	-$145	﹤0.01%	1820
2020 Q4	$2K	Hold	27	–	–	﹤0.01%	1536
2020 Q3	$2K	Sell	27 -368	-93%	-$20.7K	﹤0.01%	1423
2020 Q2	$20K	Sell	395 -1	-0.3%	-$49	﹤0.01%	1064
2020 Q1	$19K	Sell	396 -15	-4%	-$657	﹤0.01%	914
2019 Q4	$19K	Sell	411 -25	-6%	-$1.05K	﹤0.01%	934
2019 Q3	$18K	Buy	436 +4	+0.9%	+$161	﹤0.01%	880
2019 Q2	$18K	Buy	432 +148	+52%	+$6.03K	﹤0.01%	882
2019 Q1	$12K	Buy	284 +6	+2%	+$257	﹤0.01%	925
2018 Q4	$11K	Buy	278 +33	+13%	+$1.48K	﹤0.01%	862
2018 Q3	$11K	Buy	245 +220	+880%	+$12.4K	﹤0.01%	943
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	1503
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	1456
2017 Q4	$1K	Hold	25	–	–	﹤0.01%	1305
2017 Q3	$1K	Buy	+25	New	+$992	﹤0.01%	1115

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

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Valeo Financial Advisors's PJT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of PJT Partners (PJT) in Q2 2021, closing a stake of 25 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in PJT in Q3 2017 and held it in 15 quarters. The position peaked at $20K in Q2 2020. 229 funds tracked by Wall St. Rank hold PJT as of Q2 2021.

Valeo Financial Advisors reported no remaining PJT Partners position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 25 PJT Partners shares in Q2 2021, an estimated $2K.
Valeo Financial Advisors first reported a position in PJT Partners in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's PJT Partners position peaked at $20K in Q2 2020.
229 funds tracked by Wall St. Rank held PJT Partners as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.