FGAM
PBPB

Financial Gravity Asset Management’s Potbelly PBPB Stock Holding History

Financial Gravity Asset Management’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
2019
Q2 		– Sell
-500
Closed -$4K – 1551
2019
Q1 		$4K Buy
+500
New +$4.23K ﹤0.01% 774

Other funds holding PBPB

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
3CP
3G Capital Partners New York $282M AUM 22.21% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Financial Gravity Asset Management's PBPB Position: Q2 2019 in Review

Financial Gravity Asset Management sold out of Potbelly (PBPB) in Q2 2019, closing a stake of 500 shares — an estimated $4K sold.

Financial Gravity Asset Management first reported a position in PBPB in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 82 funds tracked by Wall St. Rank hold PBPB as of Q2 2019.

  • Financial Gravity Asset Management reported no remaining Potbelly position as of Q2 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 500 Potbelly shares in Q2 2019, an estimated $4K.
  • Financial Gravity Asset Management first reported a position in Potbelly in Q1 2019 and held it in 1 quarter.
  • Financial Gravity Asset Management's Potbelly position peaked at $4K in Q1 2019.
  • 82 funds tracked by Wall St. Rank held Potbelly as of Q2 2019.

Based on Financial Gravity Asset Management's 13F filing for Q2 2019, filed 26 Jul 2019.