WFA
PJT icon

Wipfli Financial Advisors’s PJT Partners PJT Stock Holding History

Wipfli 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
2022
Q3 		$1K Buy
+19
New +$1.33K ﹤0.01% 2476

Other funds holding PJT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Wipfli Financial Advisors's PJT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in PJT Partners (PJT) in Q3 2022: 19 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2476 among its holdings.

221 funds tracked by Wall St. Rank hold PJT as of Q3 2022.

  • Wipfli Financial Advisors held 19 shares of PJT Partners worth $1K as of Q3 2022.
  • PJT Partners was a new Wipfli Financial Advisors position in Q3 2022.
  • PJT Partners made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2476 holding.
  • 221 funds tracked by Wall St. Rank held PJT Partners as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.