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Arkadios Wealth Advisors’s US Foods USFD Stock Holding History

Arkadios Wealth Advisors’s Portfolio USFD Stock Details USFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,325
Closed -$45K – 1717
2021
Q3 		$45K Hold
1,325
– – 0.01% 914
2021
Q2 		$50K Hold
1,325
– – 0.01% 930
2021
Q1 		$50K Hold
1,325
– – 0.01% 694
2020
Q4 		$44K Buy
+1,325
New +$37.8K 0.01% 581

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Boston Partners
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LP
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BlackRock
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Bessemer Group
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LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return