Cambridge Investment Research Advisors
PRTY

Cambridge Investment Research Advisors’s Party City Holdco Inc. PRTY Stock Holding History

Cambridge Investment Research Advisors’s Portfolio PRTY Stock Details PRTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16,832
Closed -$6K – 3308
2022
Q4 		$6K Buy
16,832
+500
+3% +$502 ﹤0.01% 3085
2022
Q3 		$26K Hold
16,332
– – ﹤0.01% 2990
2022
Q2 		$22K Sell
16,332
-35,100
-68% -$77.6K ﹤0.01% 2995
2022
Q1 		$184K Buy
51,432
+15,100
+42% +$68.3K ﹤0.01% 2900
2021
Q4 		$202K Buy
36,332
+13,620
+60% +$90.1K ﹤0.01% 2892
2021
Q3 		$161K Buy
+22,712
New +$173K ﹤0.01% 2866

Other funds holding PRTY

SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Cambridge Investment Research Advisors's PRTY Position: Q1 2023 in Review

Cambridge Investment Research Advisors sold out of Party City Holdco Inc. (PRTY) in Q1 2023, closing a stake of 16,832 shares — an estimated $6K sold.

Cambridge Investment Research Advisors first reported a position in PRTY in Q3 2021 and held it in 6 quarters. The position peaked at $202K in Q4 2021. 7 funds tracked by Wall St. Rank hold PRTY as of Q1 2023.

  • Cambridge Investment Research Advisors reported no remaining Party City Holdco Inc. position as of Q1 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 16,832 Party City Holdco Inc. shares in Q1 2023, an estimated $6K.
  • Cambridge Investment Research Advisors first reported a position in Party City Holdco Inc. in Q3 2021 and held it in 6 quarters.
  • Cambridge Investment Research Advisors's Party City Holdco Inc. position peaked at $202K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Party City Holdco Inc. as of Q1 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2023, filed 11 May 2023.