Accurate Wealth Management’s Portillo's PTLO Stock Holding History

Accurate Wealth Management’s Portfolio PTLO Stock Details PTLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-500	Closed	-$9.02K	–	1119
2022 Q4	$9.02K	Buy	+500	New	+$10K	﹤0.01%	890

Other funds holding PTLO

Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Accurate Wealth Management's PTLO Position: Q1 2023 in Review

Accurate Wealth Management sold out of Portillo's (PTLO) in Q1 2023, closing a stake of 500 shares — an estimated $9.02K sold.

Accurate Wealth Management first reported a position in PTLO in Q4 2022 and held it in 1 quarter. The position peaked at $9.02K in Q4 2022. 183 funds tracked by Wall St. Rank hold PTLO as of Q1 2023.

Accurate Wealth Management reported no remaining Portillo's position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 500 Portillo's shares in Q1 2023, an estimated $9.02K.
Accurate Wealth Management first reported a position in Portillo's in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Portillo's position peaked at $9.02K in Q4 2022.
183 funds tracked by Wall St. Rank held Portillo's as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.