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West Financial Advisors’s PJT Partners PJT Stock Holding History

West Financial Advisors’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
-2
Closed -$316 – 221
2024
Q4 		$316 Buy
+2
New +$305 ﹤0.01% 198

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

West Financial Advisors's PJT Position: Q1 2025 in Review

West Financial Advisors sold out of PJT Partners (PJT) in Q1 2025, closing a stake of 2 shares — an estimated $316 sold.

West Financial Advisors first reported a position in PJT in Q4 2024 and held it in 1 quarter. The position peaked at $316 in Q4 2024. 391 funds tracked by Wall St. Rank hold PJT as of Q1 2025.

  • West Financial Advisors reported no remaining PJT Partners position as of Q1 2025 after selling out during the quarter.
  • West Financial Advisors sold 2 PJT Partners shares in Q1 2025, an estimated $316.
  • West Financial Advisors first reported a position in PJT Partners in Q4 2024 and held it in 1 quarter.
  • West Financial Advisors's PJT Partners position peaked at $316 in Q4 2024.
  • 391 funds tracked by Wall St. Rank held PJT Partners as of Q1 2025.

Based on West Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.