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Westside Investment Management’s PJT Partners PJT Stock Holding History

Westside Investment 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
2025
Q2 		– Sell
-8
Closed -$1.1K – 1308
2025
Q1 		$1.1K Hold
8
– – ﹤0.01% 927
2024
Q4 		$1.26K Hold
8
– – ﹤0.01% 931
2024
Q3 		$1.07K Sell
8
-2
-20% -$244 ﹤0.01% 948
2024
Q2 		$1.08K Sell
10
-5
-33% -$502 ﹤0.01% 943
2024
Q1 		$1.41K Buy
15
+5
+50% +$491 ﹤0.01% 846
2023
Q4 		$1.02K Hold
10
– – ﹤0.01% 828
2023
Q3 		$795 Hold
10
– – ﹤0.01% 801
2023
Q2 		$696 Hold
10
– – ﹤0.01% 814
2023
Q1 		$722 Hold
10
– – ﹤0.01% 802
2022
Q4 		$0 Sell
10
-225
-96% -$16.9K ﹤0.01% 839
2022
Q3 		$15 Hold
235
– – ﹤0.01% 542
2022
Q2 		$16 Hold
235
– – ﹤0.01% 539
2022
Q1 		$14 Sell
235
-5
-2% -$325 ﹤0.01% 568
2021
Q4 		$17 Hold
240
– – ﹤0.01% 527
2021
Q3 		$18 Hold
240
– – ﹤0.01% 503
2021
Q2 		$17 Hold
240
– – ﹤0.01% 506
2021
Q1 		$16 Hold
240
– – ﹤0.01% 495
2020
Q4 		$18 Sell
240
-7
-3% -$493 ﹤0.01% 442
2020
Q3 		$14 Hold
247
– – ﹤0.01% 465
2020
Q2 		$12 Hold
247
– – ﹤0.01% 464
2020
Q1 		$10 Buy
+247
New +$10.8K ﹤0.01% 470
2019
Q2 		$10 Buy
+247
New +$10.1K ﹤0.01% 476
2018
Q4 		$10K Hold
258
– – ﹤0.01% 471
2018
Q3 		$13.3K Hold
258
– – ﹤0.01% 437
2018
Q2 		$14.1K Sell
258
-15
-5% -$821 0.01% 482
2018
Q1 		$13.5K Hold
273
– – 0.01% 472
2017
Q4 		$13.1K Hold
273
– – 0.01% 506
2017
Q3 		$10K Hold
273
– – 0.01% 541
2017
Q2 		$11.2K Buy
273
+5
+2% +$187 0.01% 508
2017
Q1 		$8.83K Buy
268
+243
+972% +$8.41K ﹤0.01% 536
2016
Q4 		$778 Buy
+25
New +$719 ﹤0.01% 617

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Westside Investment Management's PJT Position: Q2 2025 in Review

Westside Investment Management sold out of PJT Partners (PJT) in Q2 2025, closing a stake of 8 shares — an estimated $1.1K sold.

Westside Investment Management first reported a position in PJT in Q4 2016 and held it in 31 quarters. The position peaked at $14.1K in Q2 2018. 378 funds tracked by Wall St. Rank hold PJT as of Q2 2025.

  • Westside Investment Management reported no remaining PJT Partners position as of Q2 2025 after selling out during the quarter.
  • Westside Investment Management sold 8 PJT Partners shares in Q2 2025, an estimated $1.1K.
  • Westside Investment Management first reported a position in PJT Partners in Q4 2016 and held it in 31 quarters.
  • Westside Investment Management's PJT Partners position peaked at $14.1K in Q2 2018.
  • 378 funds tracked by Wall St. Rank held PJT Partners as of Q2 2025.

Based on Westside Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.