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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
2018
Q3 		– Sell
-4,500
Closed -$240K – 2474
2018
Q2 		$240K Buy
+4,500
New +$246K 0.02% 412

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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.