Institute for Wealth Management’s Papa John's PZZA Stock Holding History

Institute for 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
2023 Q3	–	Sell	-4,600	Closed	-$340K	–	476
2023 Q2	$340K	Hold	4,600	–	–	0.06%	338
2023 Q1	$345K	Hold	4,600	–	–	0.07%	323
2022 Q4	$379K	Hold	4,600	–	–	0.08%	310
2022 Q3	$322K	Hold	4,600	–	–	0.07%	324
2022 Q2	$384K	Hold	4,600	–	–	0.08%	334
2022 Q1	$484K	Hold	4,600	–	–	0.08%	298
2021 Q4	$614K	Hold	4,600	–	–	0.1%	241
2021 Q3	$584K	Hold	4,600	–	–	0.1%	243
2021 Q2	$480K	Hold	4,600	–	–	0.08%	281
2021 Q1	$408K	Hold	4,600	–	–	0.08%	303
2020 Q4	$390K	Hold	4,600	–	–	0.08%	306
2020 Q3	$378K	Hold	4,600	–	–	0.09%	276
2020 Q2	$365K	Buy	+4,600	New	+$342K	0.09%	293

Other funds holding PZZA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Institute for Wealth Management's PZZA Position: Q3 2023 in Review

Institute for Wealth Management sold out of Papa John's (PZZA) in Q3 2023, closing a stake of 4,600 shares — an estimated $340K sold.

Institute for Wealth Management first reported a position in PZZA in Q2 2020 and held it in 13 quarters. The position peaked at $614K in Q4 2021. 269 funds tracked by Wall St. Rank hold PZZA as of Q3 2023.

Institute for Wealth Management reported no remaining Papa John's position as of Q3 2023 after selling out during the quarter.
Institute for Wealth Management sold 4,600 Papa John's shares in Q3 2023, an estimated $340K.
Institute for Wealth Management first reported a position in Papa John's in Q2 2020 and held it in 13 quarters.
Institute for Wealth Management's Papa John's position peaked at $614K in Q4 2021.
269 funds tracked by Wall St. Rank held Papa John's as of Q3 2023.

Based on Institute for Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.