JMPWA
PRTY

JP Morgan Private Wealth Advisors’s Party City Holdco Inc. PRTY Stock Holding History

JP Morgan Private 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
2019
Q4 		– Sell
-93,175
Closed -$532K – 1519
2019
Q3 		$532K Hold
93,175
– – ﹤0.01% 982
2019
Q2 		$683K Buy
+93,175
New +$712K ﹤0.01% 877

Other funds holding PRTY

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PRTY Position: Q4 2019 in Review

JP Morgan Private Wealth Advisors sold out of Party City Holdco Inc. (PRTY) in Q4 2019, closing a stake of 93,175 shares — an estimated $532K sold.

JP Morgan Private Wealth Advisors first reported a position in PRTY in Q2 2019 and held it in 2 quarters. The position peaked at $683K in Q2 2019. 117 funds tracked by Wall St. Rank hold PRTY as of Q4 2019.

  • JP Morgan Private Wealth Advisors reported no remaining Party City Holdco Inc. position as of Q4 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 93,175 Party City Holdco Inc. shares in Q4 2019, an estimated $532K.
  • JP Morgan Private Wealth Advisors first reported a position in Party City Holdco Inc. in Q2 2019 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Party City Holdco Inc. position peaked at $683K in Q2 2019.
  • 117 funds tracked by Wall St. Rank held Party City Holdco Inc. as of Q4 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.