IAG Wealth Partners’s Performance Food Group PFGC Stock Holding History

IAG Wealth Partners’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
2021 Q2	–	Sell	-160	Closed	-$10K	–	385
2021 Q1	$10K	Hold	160	–	–	﹤0.01%	267
2020 Q4	$8K	Hold	160	–	–	﹤0.01%	269
2020 Q3	$6K	Hold	160	–	–	﹤0.01%	276
2020 Q2	$5K	Buy	160 +25	+19%	+$650	﹤0.01%	286
2020 Q1	$4K	Buy	+135	New	+$5.81K	﹤0.01%	289

Other funds holding PFGC

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

IAG Wealth Partners's PFGC Position: Q2 2021 in Review

IAG Wealth Partners sold out of Performance Food Group (PFGC) in Q2 2021, closing a stake of 160 shares — an estimated $10K sold.

IAG Wealth Partners first reported a position in PFGC in Q1 2020 and held it in 5 quarters. The position peaked at $10K in Q1 2021. 271 funds tracked by Wall St. Rank hold PFGC as of Q2 2021.

IAG Wealth Partners reported no remaining Performance Food Group position as of Q2 2021 after selling out during the quarter.
IAG Wealth Partners sold 160 Performance Food Group shares in Q2 2021, an estimated $10K.
IAG Wealth Partners first reported a position in Performance Food Group in Q1 2020 and held it in 5 quarters.
IAG Wealth Partners's Performance Food Group position peaked at $10K in Q1 2021.
271 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2021.

Based on IAG Wealth Partners's 13F filing for Q2 2021, filed 4 Aug 2021.