Principal Financial Group
PRTY

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

Principal Financial Group’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
-10,556
Closed -$3.86K – 2534
2022
Q4 		$3.86K Sell
10,556
-2,609
-20% -$2.62K ﹤0.01% 2431
2022
Q3 		$21K Buy
+13,165
New +$22.1K ﹤0.01% 2458
2022
Q2 		– Sell
-20,237
Closed -$72K – 2702
2022
Q1 		$72K Buy
20,237
+1,440
+8% +$6.52K ﹤0.01% 2460
2021
Q4 		$105K Sell
18,797
-4,382
-19% -$29K ﹤0.01% 2439
2021
Q3 		$165K Buy
23,179
+5,508
+31% +$41.9K ﹤0.01% 2455
2021
Q2 		$165K Buy
+17,671
New +$144K ﹤0.01% 2490

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
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

Principal Financial Group's PRTY Position: Q1 2023 in Review

Principal Financial Group sold out of Party City Holdco Inc. (PRTY) in Q1 2023, closing a stake of 10,556 shares — an estimated $3.86K sold.

Principal Financial Group first reported a position in PRTY in Q2 2021 and held it in 6 quarters. The position peaked at $165K in Q3 2021. 7 funds tracked by Wall St. Rank hold PRTY as of Q1 2023.

  • Principal Financial Group reported no remaining Party City Holdco Inc. position as of Q1 2023 after selling out during the quarter.
  • Principal Financial Group sold 10,556 Party City Holdco Inc. shares in Q1 2023, an estimated $3.86K.
  • Principal Financial Group first reported a position in Party City Holdco Inc. in Q2 2021 and held it in 6 quarters.
  • Principal Financial Group's Party City Holdco Inc. position peaked at $165K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Party City Holdco Inc. as of Q1 2023.

Based on Principal Financial Group's 13F filing for Q1 2023, filed 9 May 2023.