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. 358 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.
  • 358 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.