CPG
PBPB

Cornerstone Planning Group’s Potbelly PBPB Stock Holding History

Cornerstone Planning Group’s Portfolio PBPB Stock Details PBPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-82
Closed -$812 – 1319
2024
Q1 		$812 Buy
+82
New +$1.03K ﹤0.01% 824

Other funds holding PBPB

NIMC
Nierenberg Investment Management Company Camas, Washington $201M AUM 36.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

Cornerstone Planning Group's PBPB Position: Q2 2024 in Review

Cornerstone Planning Group sold out of Potbelly (PBPB) in Q2 2024, closing a stake of 82 shares — an estimated $812 sold.

Cornerstone Planning Group first reported a position in PBPB in Q1 2024 and held it in 1 quarter. The position peaked at $812 in Q1 2024. 110 funds tracked by Wall St. Rank hold PBPB as of Q2 2024.

  • Cornerstone Planning Group reported no remaining Potbelly position as of Q2 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 82 Potbelly shares in Q2 2024, an estimated $812.
  • Cornerstone Planning Group first reported a position in Potbelly in Q1 2024 and held it in 1 quarter.
  • Cornerstone Planning Group's Potbelly position peaked at $812 in Q1 2024.
  • 110 funds tracked by Wall St. Rank held Potbelly as of Q2 2024.

Based on Cornerstone Planning Group's 13F filing for Q2 2024, filed 13 Aug 2024.