Sowell Financial Services
PRTY

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

Sowell Financial Services’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
2021
Q2 		– Sell
-694
Closed -$6K – 3035
2021
Q1 		$6K Buy
+694
New +$5.05K ﹤0.01% 2563

Other funds holding PRTY

CIP
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sowell Financial Services's PRTY Position: Q2 2021 in Review

Sowell Financial Services sold out of Party City Holdco Inc. (PRTY) in Q2 2021, closing a stake of 694 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in PRTY in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 145 funds tracked by Wall St. Rank hold PRTY as of Q2 2021.

  • Sowell Financial Services reported no remaining Party City Holdco Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 694 Party City Holdco Inc. shares in Q2 2021, an estimated $6K.
  • Sowell Financial Services first reported a position in Party City Holdco Inc. in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Party City Holdco Inc. position peaked at $6K in Q1 2021.
  • 145 funds tracked by Wall St. Rank held Party City Holdco Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.