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Venturi Wealth Management’s PJT Partners PJT Stock Holding History

Venturi 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
2025
Q1 		– Sell
-50
Closed -$7.89K – 1486
2024
Q4 		$7.89K Hold
50
– – ﹤0.01% 1501
2024
Q3 		$6.67K Hold
50
– – ﹤0.01% 1314
2024
Q2 		$5.4K Hold
50
– – ﹤0.01% 1218
2024
Q1 		$4.71K Hold
50
– – ﹤0.01% 1107
2023
Q4 		$5.09K Hold
50
– – ﹤0.01% 1024
2023
Q3 		$3.97K Hold
50
– – ﹤0.01% 1038
2023
Q2 		$3.48K Hold
50
– – ﹤0.01% 813
2023
Q1 		$3.61K Buy
+50
New +$3.84K ﹤0.01% 890

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Venturi Wealth Management's PJT Position: Q1 2025 in Review

Venturi Wealth Management sold out of PJT Partners (PJT) in Q1 2025, closing a stake of 50 shares — an estimated $7.89K sold.

Venturi Wealth Management first reported a position in PJT in Q1 2023 and held it in 8 quarters. The position peaked at $7.89K in Q4 2024. 391 funds tracked by Wall St. Rank hold PJT as of Q1 2025.

  • Venturi Wealth Management reported no remaining PJT Partners position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 50 PJT Partners shares in Q1 2025, an estimated $7.89K.
  • Venturi Wealth Management first reported a position in PJT Partners in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's PJT Partners position peaked at $7.89K in Q4 2024.
  • 391 funds tracked by Wall St. Rank held PJT Partners as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.