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Wealthspire Advisors (Maryland)’s PJT Partners PJT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-917
Closed -$38K – 1591
2019
Q1 		$38K Hold
917
– – ﹤0.01% 1006
2018
Q4 		$36K Sell
917
-23
-2% -$1.03K ﹤0.01% 989
2018
Q3 		$49K Sell
940
-3,658
-80% -$206K ﹤0.01% 984
2018
Q2 		$245K Buy
4,598
+44
+1% +$2.41K 0.02% 404
2018
Q1 		$228K Sell
4,554
-15
-0.3% -$723 0.02% 429
2017
Q4 		$208K Buy
4,569
+10
+0.2% +$406 0.02% 474
2017
Q3 		$175K Hold
4,559
– – 0.02% 516
2017
Q2 		$183K Buy
4,559
+59
+1% +$2.21K 0.02% 481
2017
Q1 		$158K Hold
4,500
– – 0.02% 467
2016
Q4 		$139K Sell
4,500
-500
-10% -$14.4K 0.02% 481
2016
Q3 		$136K Buy
+5,000
New +$125K 0.02% 490
2016
Q1 		– Sell
-6
Closed – – 1817
2015
Q4 		$0 Buy
+6
New +$137 ﹤0.01% 1759

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
CC
Corsair Capital New York $1.74M AUM 5.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PJT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of PJT Partners (PJT) in Q2 2019, closing a stake of 917 shares — an estimated $38K sold.

Wealthspire Advisors (Maryland) first reported a position in PJT in Q4 2015 and held it in 12 quarters. The position peaked at $245K in Q2 2018. 185 funds tracked by Wall St. Rank hold PJT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining PJT Partners position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 917 PJT Partners shares in Q2 2019, an estimated $38K.
  • Wealthspire Advisors (Maryland) first reported a position in PJT Partners in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s PJT Partners position peaked at $245K in Q2 2018.
  • 185 funds tracked by Wall St. Rank held PJT Partners as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.