FAG
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Fortitude Advisory Group’s Performance Food Group PFGC Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-576
Closed -$29K – 962
2022
Q1 		$29K Hold
576
– – 0.02% 705
2021
Q4 		$26K Buy
+576
New +$26.2K 0.01% 762

Other funds holding PFGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fortitude Advisory Group's PFGC Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Performance Food Group (PFGC) in Q2 2022, closing a stake of 576 shares — an estimated $29K sold.

Fortitude Advisory Group first reported a position in PFGC in Q4 2021 and held it in 2 quarters. The position peaked at $29K in Q1 2022. 332 funds tracked by Wall St. Rank hold PFGC as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Performance Food Group position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 576 Performance Food Group shares in Q2 2022, an estimated $29K.
  • Fortitude Advisory Group first reported a position in Performance Food Group in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Performance Food Group position peaked at $29K in Q1 2022.
  • 332 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.