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WealthPLAN Partners’s PJT Partners PJT Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-1
Closed -$71 – 908
2023
Q2 		$71 Hold
1
– – ﹤0.01% 1235
2023
Q1 		$73 Buy
+1
New +$77 ﹤0.01% 1296
2016
Q3 		$374 Sell
14
-2
-13% -$50 ﹤0.01% 926
2016
Q2 		$322 Buy
+16
New +$386 ﹤0.01% 2387
2015
Q4 		$1.16K Buy
+117
New +$2.68K ﹤0.01% 1538

Other funds holding PJT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's PJT Position: Q3 2023 in Review

WealthPLAN Partners sold out of PJT Partners (PJT) in Q3 2023, closing a stake of 1 share — an estimated $71 sold.

WealthPLAN Partners first reported a position in PJT in Q4 2015 and held it in 5 quarters. The position peaked at $1.16K in Q4 2015. 251 funds tracked by Wall St. Rank hold PJT as of Q3 2023.

  • WealthPLAN Partners reported no remaining PJT Partners position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1 PJT Partners share in Q3 2023, an estimated $71.
  • WealthPLAN Partners first reported a position in PJT Partners in Q4 2015 and held it in 5 quarters.
  • WealthPLAN Partners's PJT Partners position peaked at $1.16K in Q4 2015.
  • 251 funds tracked by Wall St. Rank held PJT Partners as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.