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

Opal 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	-18,695	Closed	-$6.83K	–	142
2022 Q4	$6.83K	Hold	18,695	–	–	﹤0.01%	126
2022 Q3	$30K	Hold	18,695	–	–	0.02%	101
2022 Q2	$25K	Hold	18,695	–	–	0.02%	110
2022 Q1	$67K	Hold	18,695	–	–	0.06%	104
2021 Q4	$104K	Hold	18,695	–	–	0.07%	125
2021 Q3	$133K	Hold	18,695	–	–	0.13%	82
2021 Q2	$174K	Hold	18,695	–	–	0.16%	83
2021 Q1	$108K	Hold	18,695	–	–	0.12%	81
2020 Q4	$115K	Buy	+18,695	New	+$72.6K	0.14%	72

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

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

Opal Wealth Advisors sold out of Party City Holdco Inc. (PRTY) in Q1 2023, closing a stake of 18,695 shares — an estimated $6.83K sold.

Opal Wealth Advisors first reported a position in PRTY in Q4 2020 and held it in 9 quarters. The position peaked at $174K in Q2 2021. 7 funds tracked by Wall St. Rank hold PRTY as of Q1 2023.

Opal Wealth Advisors reported no remaining Party City Holdco Inc. position as of Q1 2023 after selling out during the quarter.
Opal Wealth Advisors sold 18,695 Party City Holdco Inc. shares in Q1 2023, an estimated $6.83K.
Opal Wealth Advisors first reported a position in Party City Holdco Inc. in Q4 2020 and held it in 9 quarters.
Opal Wealth Advisors's Party City Holdco Inc. position peaked at $174K in Q2 2021.
7 funds tracked by Wall St. Rank held Party City Holdco Inc. as of Q1 2023.

Based on Opal Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.