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

Baystate 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
2023
Q4 		$311 Buy
+4
New +$246 ﹤0.01% 1239

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baystate Wealth Management's PFGC Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Performance Food Group (PFGC) in Q4 2023: 4 shares worth $311. The stake represents ﹤0.01% of the portfolio and ranks #1239 among its holdings.

381 funds tracked by Wall St. Rank hold PFGC as of Q4 2023.

  • Baystate Wealth Management held 4 shares of Performance Food Group worth $311 as of Q4 2023.
  • Performance Food Group was a new Baystate Wealth Management position in Q4 2023.
  • Performance Food Group made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1239 holding.
  • 381 funds tracked by Wall St. Rank held Performance Food Group as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.