Avior Wealth Management’s Performance Food Group PFGC Stock Holding History

Avior 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
2025 Q1	–	Sell	-50	Closed	-$4.23K	–	1872
2024 Q4	$4.23K	Hold	50	–	–	﹤0.01%	1920
2024 Q3	$3.92K	Sell	50 -26	-34%	-$1.82K	﹤0.01%	1859
2024 Q2	$5.02K	Hold	76	–	–	﹤0.01%	1719
2024 Q1	$5.67K	Hold	76	–	–	﹤0.01%	2043
2023 Q4	$5.25K	Hold	76	–	–	﹤0.01%	1129
2023 Q3	$4.47K	Hold	76	–	–	﹤0.01%	1219
2023 Q2	$4.58K	Hold	76	–	–	﹤0.01%	1190
2023 Q1	$4.58K	Buy	+76	New	+$4.44K	﹤0.01%	1224
2020 Q1	–	Sell	-6,840	Closed	-$352K	–	867
2019 Q4	$352K	Hold	6,840	–	–	0.06%	286
2019 Q3	$314K	Hold	6,840	–	–	0.06%	291
2019 Q2	$274K	Buy	6,840 +1,380	+25%	+$55.3K	0.05%	313
2019 Q1	$216K	Buy	+5,460	New	+$200K	0.05%	333

Other funds holding PFGC

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avior Wealth Management's PFGC Position: Q1 2025 in Review

Avior Wealth Management sold out of Performance Food Group (PFGC) in Q1 2025, closing a stake of 50 shares — an estimated $4.23K sold.

Avior Wealth Management first reported a position in PFGC in Q1 2019 and held it in 12 quarters. The position peaked at $352K in Q4 2019. 414 funds tracked by Wall St. Rank hold PFGC as of Q1 2025.

Avior Wealth Management reported no remaining Performance Food Group position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 50 Performance Food Group shares in Q1 2025, an estimated $4.23K.
Avior Wealth Management first reported a position in Performance Food Group in Q1 2019 and held it in 12 quarters.
Avior Wealth Management's Performance Food Group position peaked at $352K in Q4 2019.
414 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.