Lee Financial’s Party City Holdco Inc. PRTY Stock Holding History

Lee Financial’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	-21	Closed	-$8	–	984
2022 Q4	$8	Hold	21	–	–	﹤0.01%	928
2022 Q3	$0	Hold	21	–	–	﹤0.01%	1062
2022 Q2	$0	Hold	21	–	–	﹤0.01%	1038
2022 Q1	$0	Hold	21	–	–	﹤0.01%	999
2021 Q4	$0	Hold	21	–	–	﹤0.01%	970
2021 Q3	$0	Hold	21	–	–	﹤0.01%	749
2021 Q2	$0	Hold	21	–	–	﹤0.01%	702
2021 Q1	$0	Buy	+21	New	+$153	﹤0.01%	526

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Lee Financial's PRTY Position: Q1 2023 in Review

Lee Financial sold out of Party City Holdco Inc. (PRTY) in Q1 2023, closing a stake of 21 shares — an estimated $8 sold.

Lee Financial first reported a position in PRTY in Q1 2021 and held it in 8 quarters. The position peaked at $8 in Q4 2022. 7 funds tracked by Wall St. Rank hold PRTY as of Q1 2023.

Lee Financial reported no remaining Party City Holdco Inc. position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 21 Party City Holdco Inc. shares in Q1 2023, an estimated $8.
Lee Financial first reported a position in Party City Holdco Inc. in Q1 2021 and held it in 8 quarters.
Lee Financial's Party City Holdco Inc. position peaked at $8 in Q4 2022.
7 funds tracked by Wall St. Rank held Party City Holdco Inc. as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.