Clearview Wealth Advisors’s Performance Food Group PFGC Stock Holding History

Clearview Wealth Advisors’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 Q3	–	Sell	-53	Closed	-$3.19K	–	470
2023 Q2	$3.19K	Hold	53	–	–	﹤0.01%	478
2023 Q1	$3.2K	Hold	53	–	–	﹤0.01%	477
2022 Q4	$3.1K	Hold	53	–	–	﹤0.01%	441
2022 Q3	$2K	Hold	53	–	–	﹤0.01%	496
2022 Q2	$2K	Hold	53	–	–	﹤0.01%	503
2022 Q1	$3K	Hold	53	–	–	﹤0.01%	497
2021 Q4	$2K	Hold	53	–	–	﹤0.01%	594
2021 Q3	$2K	Buy	+53	New	+$2.44K	﹤0.01%	592

Other funds holding PFGC

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearview Wealth Advisors's PFGC Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Performance Food Group (PFGC) in Q3 2023, closing a stake of 53 shares — an estimated $3.19K sold.

Clearview Wealth Advisors first reported a position in PFGC in Q3 2021 and held it in 8 quarters. The position peaked at $3.2K in Q1 2023. 368 funds tracked by Wall St. Rank hold PFGC as of Q3 2023.

Clearview Wealth Advisors reported no remaining Performance Food Group position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 53 Performance Food Group shares in Q3 2023, an estimated $3.19K.
Clearview Wealth Advisors first reported a position in Performance Food Group in Q3 2021 and held it in 8 quarters.
Clearview Wealth Advisors's Performance Food Group position peaked at $3.2K in Q1 2023.
368 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.