Wealthcare Advisory Partners’s PJT Partners PJT Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-59	Closed	-$4K	–	1491
2021 Q1	$4K	Buy	+59	New	+$4.27K	﹤0.01%	1724
2020 Q2	–	Sell	-68	Closed	-$3K	–	1076
2020 Q1	$3K	Buy	68 +21	+45%	+$920	﹤0.01%	1248
2019 Q4	$2K	Hold	47	–	–	﹤0.01%	1271
2019 Q3	$2K	Buy	47 +40	+571%	+$1.61K	﹤0.01%	1234
2019 Q2	$0	Sell	7 -2	-22%	-$82	﹤0.01%	1347
2019 Q1	$0	Buy	9 +5	+125%	+$214	﹤0.01%	1259
2018 Q4	$0	Sell	4 -2	-33%	-$90	﹤0.01%	1259
2018 Q3	$0	Sell	6 -1	-14%	-$56	﹤0.01%	1283
2018 Q2	$0	Hold	7	–	–	﹤0.01%	1291
2018 Q1	$0	Sell	7 -6	-46%	-$289	﹤0.01%	1207
2017 Q4	$1K	Sell	13 -3	-19%	-$122	﹤0.01%	1018
2017 Q3	$1K	Buy	+16	New	+$635	﹤0.01%	837

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

Wealthcare Advisory Partners's PJT Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of PJT Partners (PJT) in Q2 2021, closing a stake of 59 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in PJT in Q3 2017 and held it in 12 quarters. The position peaked at $4K in Q1 2021. 229 funds tracked by Wall St. Rank hold PJT as of Q2 2021.

Wealthcare Advisory Partners reported no remaining PJT Partners position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 59 PJT Partners shares in Q2 2021, an estimated $4K.
Wealthcare Advisory Partners first reported a position in PJT Partners in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's PJT Partners position peaked at $4K in Q1 2021.
229 funds tracked by Wall St. Rank held PJT Partners as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.