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Insight Wealth Strategies’s Performance Food Group PFGC Stock Holding History

Insight Wealth Strategies’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
2024
Q2 		– Sell
-25,981
Closed -$1.94M – 165
2024
Q1 		$1.94M Sell
25,981
-1,541
-6% -$113K 0.28% 95
2023
Q4 		$1.9M Buy
27,522
+14,021
+104% +$862K 0.31% 75
2023
Q3 		$795K Buy
13,501
+565
+4% +$34.2K 0.15% 104
2023
Q2 		$779K Buy
12,936
+68
+0.5% +$4K 0.15% 99
2023
Q1 		$776K Buy
+12,868
New +$752K 0.15% 98

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Insight Wealth Strategies's PFGC Position: Q2 2024 in Review

Insight Wealth Strategies sold out of Performance Food Group (PFGC) in Q2 2024, closing a stake of 25,981 shares — an estimated $1.94M sold.

Insight Wealth Strategies first reported a position in PFGC in Q1 2023 and held it in 5 quarters. The position peaked at $1.94M in Q1 2024. 436 funds tracked by Wall St. Rank hold PFGC as of Q2 2024.

  • Insight Wealth Strategies reported no remaining Performance Food Group position as of Q2 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 25,981 Performance Food Group shares in Q2 2024, an estimated $1.94M.
  • Insight Wealth Strategies first reported a position in Performance Food Group in Q1 2023 and held it in 5 quarters.
  • Insight Wealth Strategies's Performance Food Group position peaked at $1.94M in Q1 2024.
  • 436 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2024.

Based on Insight Wealth Strategies's 13F filing for Q2 2024, filed 8 Jul 2024.