Valley Wealth Managers’s PJT Partners PJT Stock Holding History

Valley Wealth Managers’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
2022 Q3	–	Sell	-52	Closed	-$4K	–	477
2022 Q2	$4K	Buy	+52	New	+$3.62K	﹤0.01%	359

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Valley Wealth Managers's PJT Position: Q3 2022 in Review

Valley Wealth Managers sold out of PJT Partners (PJT) in Q3 2022, closing a stake of 52 shares — an estimated $4K sold.

Valley Wealth Managers first reported a position in PJT in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 221 funds tracked by Wall St. Rank hold PJT as of Q3 2022.

Valley Wealth Managers reported no remaining PJT Partners position as of Q3 2022 after selling out during the quarter.
Valley Wealth Managers sold 52 PJT Partners shares in Q3 2022, an estimated $4K.
Valley Wealth Managers first reported a position in PJT Partners in Q2 2022 and held it in 1 quarter.
Valley Wealth Managers's PJT Partners position peaked at $4K in Q2 2022.
221 funds tracked by Wall St. Rank held PJT Partners as of Q3 2022.

Based on Valley Wealth Managers's 13F filing for Q3 2022, filed 9 Nov 2022.