EI
PBPB

Ellevest Inc’s Potbelly PBPB Stock Holding History

Ellevest Inc’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
2022
Q1 		– Sell
-35
Closed – – 1582
2021
Q4 		$0 Buy
+35
New +$204 ﹤0.01% 1587

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AA
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SAM
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PAIM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BlackRock
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Ellevest Inc's PBPB Position: Q1 2022 in Review

Ellevest Inc sold out of Potbelly (PBPB) in Q1 2022, closing a stake of 35 shares.

Ellevest Inc first reported a position in PBPB in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 52 funds tracked by Wall St. Rank hold PBPB as of Q1 2022.

  • Ellevest Inc reported no remaining Potbelly position as of Q1 2022 after selling out during the quarter.
  • Ellevest Inc sold 35 Potbelly shares in Q1 2022.
  • Ellevest Inc first reported a position in Potbelly in Q4 2021 and held it in 1 quarter.
  • Ellevest Inc's Potbelly position peaked at $0 in Q4 2021.
  • 52 funds tracked by Wall St. Rank held Potbelly as of Q1 2022.

Based on Ellevest Inc's 13F filing for Q1 2022, filed 19 Apr 2022.