Clearview Wealth Advisors’s Portillo's PTLO Stock Holding History

Clearview Wealth Advisors’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 Q3	–	Sell	-50	Closed	-$1.13K	–	490
2023 Q2	$1.13K	Hold	50	–	–	﹤0.01%	593
2023 Q1	$1.07K	Hold	50	–	–	﹤0.01%	576
2022 Q4	$816	Hold	50	–	–	﹤0.01%	545
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	549
2022 Q2	$1K	Buy	+50	New	+$965	﹤0.01%	554

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Portillo's (PTLO) in Q3 2023, closing a stake of 50 shares — an estimated $1.13K sold.

Clearview Wealth Advisors first reported a position in PTLO in Q2 2022 and held it in 5 quarters. The position peaked at $1.13K in Q2 2023. 173 funds tracked by Wall St. Rank hold PTLO as of Q3 2023.

Clearview Wealth Advisors reported no remaining Portillo's position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 50 Portillo's shares in Q3 2023, an estimated $1.13K.
Clearview Wealth Advisors first reported a position in Portillo's in Q2 2022 and held it in 5 quarters.
Clearview Wealth Advisors's Portillo's position peaked at $1.13K in Q2 2023.
173 funds tracked by Wall St. Rank held Portillo's as of Q3 2023.

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