Evoke Wealth’s Performance Food Group PFGC Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-99	Closed	-$4K	–	914
2022 Q3	$4K	Hold	99	–	–	﹤0.01%	932
2022 Q2	$5K	Hold	99	–	–	﹤0.01%	896
2022 Q1	$5K	Hold	99	–	–	﹤0.01%	915
2021 Q4	$5K	Hold	99	–	–	﹤0.01%	902
2021 Q3	$4K	Hold	99	–	–	﹤0.01%	900
2021 Q2	$5K	Hold	99	–	–	﹤0.01%	884
2021 Q1	$6K	Hold	99	–	–	﹤0.01%	808
2020 Q4	$5K	Hold	99	–	–	﹤0.01%	723
2020 Q3	$3K	Buy	+99	New	+$3.18K	﹤0.01%	791

Other funds holding PFGC

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Evoke Wealth's PFGC Position: Q4 2022 in Review

Evoke Wealth sold out of Performance Food Group (PFGC) in Q4 2022, closing a stake of 99 shares — an estimated $4K sold.

Evoke Wealth first reported a position in PFGC in Q3 2020 and held it in 9 quarters. The position peaked at $6K in Q1 2021. 362 funds tracked by Wall St. Rank hold PFGC as of Q4 2022.

Evoke Wealth reported no remaining Performance Food Group position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 99 Performance Food Group shares in Q4 2022, an estimated $4K.
Evoke Wealth first reported a position in Performance Food Group in Q3 2020 and held it in 9 quarters.
Evoke Wealth's Performance Food Group position peaked at $6K in Q1 2021.
362 funds tracked by Wall St. Rank held Performance Food Group as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.