AFWM
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Abich Financial Wealth Management’s Performance Food Group PFGC Stock Holding History

Abich Financial Wealth Management’s Portfolio PFGC Stock Details PFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13
Closed -$859 – 725
2024
Q2 		$859 Buy
+13
New +$906 ﹤0.01% 641

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Abich Financial Wealth Management's PFGC Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Performance Food Group (PFGC) in Q3 2024, closing a stake of 13 shares — an estimated $859 sold.

Abich Financial Wealth Management first reported a position in PFGC in Q2 2024 and held it in 1 quarter. The position peaked at $859 in Q2 2024. 402 funds tracked by Wall St. Rank hold PFGC as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Performance Food Group position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 13 Performance Food Group shares in Q3 2024, an estimated $859.
  • Abich Financial Wealth Management first reported a position in Performance Food Group in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Performance Food Group position peaked at $859 in Q2 2024.
  • 402 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.