Congress Wealth Management’s Papa John's PZZA Stock Holding History

Congress Wealth Management’s Portfolio PZZA Stock Details PZZA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-17,266	Closed	-$1.32M	–	625
2023 Q4	$1.32M	Sell	17,266 -1,088	-6%	-$74K	0.02%	360
2023 Q3	$1.25M	Buy	18,354 +1,102	+6%	+$85.2K	0.03%	351
2023 Q2	$1.27M	Buy	17,252 +690	+4%	+$51.2K	0.03%	315
2023 Q1	$1.24M	Buy	16,562 +2,319	+16%	+$196K	0.03%	320
2022 Q4	$1.17M	Buy	14,243 +344	+2%	+$27K	0.03%	320
2022 Q3	$973K	Buy	13,899 +3,193	+30%	+$271K	0.03%	337
2022 Q2	$894K	Buy	10,706 +999	+10%	+$90K	0.02%	345
2022 Q1	$1.02M	Buy	9,707 +1,102	+13%	+$123K	0.02%	349
2021 Q4	$1.15M	Buy	+8,605	New	+$1.1M	0.02%	357

Other funds holding PZZA

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Congress Wealth Management's PZZA Position: Q1 2024 in Review

Congress Wealth Management sold out of Papa John's (PZZA) in Q1 2024, closing a stake of 17,266 shares — an estimated $1.32M sold.

Congress Wealth Management first reported a position in PZZA in Q4 2021 and held it in 9 quarters. The position peaked at $1.32M in Q4 2023. 279 funds tracked by Wall St. Rank hold PZZA as of Q1 2024.

Congress Wealth Management reported no remaining Papa John's position as of Q1 2024 after selling out during the quarter.
Congress Wealth Management sold 17,266 Papa John's shares in Q1 2024, an estimated $1.32M.
Congress Wealth Management first reported a position in Papa John's in Q4 2021 and held it in 9 quarters.
Congress Wealth Management's Papa John's position peaked at $1.32M in Q4 2023.
279 funds tracked by Wall St. Rank held Papa John's as of Q1 2024.

Based on Congress Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.