CWA
PRTY

Clearview Wealth Advisors’s Party City Holdco Inc. PRTY Stock Holding History

Clearview Wealth 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
-1,000
Closed -$366 – 719
2022
Q4 		$366 Sell
1,000
-1,000
-50% -$1K ﹤0.01% 570
2022
Q3 		$3K Buy
+2,000
New +$3.36K ﹤0.01% 477
2022
Q2 		– Sell
-300
Closed -$1K – 670
2022
Q1 		$1K Buy
300
+230
+329% +$1.04K ﹤0.01% 592
2021
Q4 		$1K Sell
70
-530
-88% -$3.51K ﹤0.01% 685
2021
Q3 		$4K Buy
+600
New +$4.57K ﹤0.01% 540

Other funds holding PRTY

SIA
SkyView Investment Advisors Shrewsbury, New Jersey $128M AUM 19.21% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return
MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.23B AUM 31.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Clearview Wealth Advisors's PRTY Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of Party City Holdco Inc. (PRTY) in Q1 2023, closing a stake of 1,000 shares — an estimated $366 sold.

Clearview Wealth Advisors first reported a position in PRTY in Q3 2021 and held it in 5 quarters. The position peaked at $4K in Q3 2021. 7 funds tracked by Wall St. Rank hold PRTY as of Q1 2023.

  • Clearview Wealth Advisors reported no remaining Party City Holdco Inc. position as of Q1 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,000 Party City Holdco Inc. shares in Q1 2023, an estimated $366.
  • Clearview Wealth Advisors first reported a position in Party City Holdco Inc. in Q3 2021 and held it in 5 quarters.
  • Clearview Wealth Advisors's Party City Holdco Inc. position peaked at $4K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Party City Holdco Inc. as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.