Western Pacific Wealth Management’s PJT Partners PJT Stock Holding History

Western Pacific Wealth Management’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
2024 Q4	–	Sell	-5	Closed	-$667	–	253
2024 Q3	$667	Hold	5	–	–	﹤0.01%	247
2024 Q2	$540	Hold	5	–	–	﹤0.01%	221
2024 Q1	$471	Hold	5	–	–	﹤0.01%	294
2023 Q4	$509	Sell	5 -9	-64%	-$774	﹤0.01%	233
2023 Q3	$1.11K	Hold	14	–	–	﹤0.01%	259
2023 Q2	$975	Hold	14	–	–	﹤0.01%	265
2023 Q1	$1.01K	Hold	14	–	–	﹤0.01%	275
2022 Q4	$1.03K	Hold	14	–	–	﹤0.01%	270
2022 Q3	$0	Hold	14	–	–	﹤0.01%	251
2022 Q2	$0	Hold	14	–	–	﹤0.01%	212
2022 Q1	$0	Hold	14	–	–	﹤0.01%	236
2021 Q4	$1K	Buy	+14	New	+$1.11K	﹤0.01%	220

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Western Pacific Wealth Management's PJT Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of PJT Partners (PJT) in Q4 2024, closing a stake of 5 shares — an estimated $667 sold.

Western Pacific Wealth Management first reported a position in PJT in Q4 2021 and held it in 12 quarters. The position peaked at $1.11K in Q3 2023. 347 funds tracked by Wall St. Rank hold PJT as of Q4 2024.

Western Pacific Wealth Management reported no remaining PJT Partners position as of Q4 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 5 PJT Partners shares in Q4 2024, an estimated $667.
Western Pacific Wealth Management first reported a position in PJT Partners in Q4 2021 and held it in 12 quarters.
Western Pacific Wealth Management's PJT Partners position peaked at $1.11K in Q3 2023.
347 funds tracked by Wall St. Rank held PJT Partners as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.