Level Four Advisory Services’s Performance Food Group PFGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
– Sell
-6,554
Closed -$395K – 835
2023
Q1
$395K Sell
6,554
-5,703
-47% -$333K 0.03% 507
2022
Q4
$716K Buy
12,257
+3,898
+47% +$212K 0.05% 321
2022
Q3
$359K Buy
+8,359
New +$413K 0.03% 384

Other funds holding PFGC

Level Four Advisory Services's PFGC Position: Q2 2023 in Review

Level Four Advisory Services sold out of Performance Food Group (PFGC) in Q2 2023, closing a stake of 6,554 shares — an estimated $395K sold.

Level Four Advisory Services first reported a position in PFGC in Q3 2022 and held it in 3 quarters. The position peaked at $716K in Q4 2022. 357 funds tracked by Wall St. Rank hold PFGC as of Q2 2023.

  • Level Four Advisory Services reported no remaining Performance Food Group position as of Q2 2023 after selling out during the quarter.
  • Level Four Advisory Services sold 6,554 Performance Food Group shares in Q2 2023, an estimated $395K.
  • Level Four Advisory Services first reported a position in Performance Food Group in Q3 2022 and held it in 3 quarters.
  • Level Four Advisory Services's Performance Food Group position peaked at $716K in Q4 2022.
  • 357 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2023.

Based on Level Four Advisory Services's 13F filing for Q2 2023, filed 10 Jul 2023.