PWP
EB

Perfromance Wealth Partners’s Eventbrite EB Stock Holding History

Perfromance Wealth Partners’s Portfolio EB Stock Details EB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,000
Closed -$54.8K – 170
2024
Q1 		$54.8K Hold
10,000
– – ﹤0.01% 165
2023
Q4 		$83.6K Hold
10,000
– – ﹤0.01% 162
2023
Q3 		$98.6K Hold
10,000
– – ﹤0.01% 164
2023
Q2 		$93K Hold
10,000
– – ﹤0.01% 184
2023
Q1 		$85.8K Buy
+10,000
New +$82.5K ﹤0.01% 179

Other funds holding EB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $65M AUM 1.8% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Perfromance Wealth Partners's EB Position: Q2 2024 in Review

Perfromance Wealth Partners sold out of Eventbrite (EB) in Q2 2024, closing a stake of 10,000 shares — an estimated $54.8K sold.

Perfromance Wealth Partners first reported a position in EB in Q1 2023 and held it in 5 quarters. The position peaked at $98.6K in Q3 2023. 150 funds tracked by Wall St. Rank hold EB as of Q2 2024.

  • Perfromance Wealth Partners reported no remaining Eventbrite position as of Q2 2024 after selling out during the quarter.
  • Perfromance Wealth Partners sold 10,000 Eventbrite shares in Q2 2024, an estimated $54.8K.
  • Perfromance Wealth Partners first reported a position in Eventbrite in Q1 2023 and held it in 5 quarters.
  • Perfromance Wealth Partners's Eventbrite position peaked at $98.6K in Q3 2023.
  • 150 funds tracked by Wall St. Rank held Eventbrite as of Q2 2024.

Based on Perfromance Wealth Partners's 13F filing for Q2 2024, filed 22 Jul 2024.