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IAG Wealth Partners’s Portillo's PTLO Stock Holding History

IAG Wealth Partners’s Portfolio PTLO Stock Details PTLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$1.35K – 535
2024
Q3 		$1.35K Hold
100
– – ﹤0.01% 457
2024
Q2 		$972 Hold
100
– – ﹤0.01% 470
2024
Q1 		$1.42K Hold
100
– – ﹤0.01% 415
2023
Q4 		$1.59K Hold
100
– – ﹤0.01% 392
2023
Q3 		$1.54K Hold
100
– – ﹤0.01% 406
2023
Q2 		$2.25K Hold
100
– – ﹤0.01% 404
2023
Q1 		$2.14K Hold
100
– – ﹤0.01% 409
2022
Q4 		$1.63K Hold
100
– – ﹤0.01% 398
2022
Q3 		$2K Buy
+100
New +$2.2K ﹤0.01% 400

Other funds holding PTLO

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

IAG Wealth Partners's PTLO Position: Q4 2024 in Review

IAG Wealth Partners sold out of Portillo's (PTLO) in Q4 2024, closing a stake of 100 shares — an estimated $1.35K sold.

IAG Wealth Partners first reported a position in PTLO in Q3 2022 and held it in 9 quarters. The position peaked at $2.25K in Q2 2023. 190 funds tracked by Wall St. Rank hold PTLO as of Q4 2024.

  • IAG Wealth Partners reported no remaining Portillo's position as of Q4 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 100 Portillo's shares in Q4 2024, an estimated $1.35K.
  • IAG Wealth Partners first reported a position in Portillo's in Q3 2022 and held it in 9 quarters.
  • IAG Wealth Partners's Portillo's position peaked at $2.25K in Q2 2023.
  • 190 funds tracked by Wall St. Rank held Portillo's as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.