MCC
PBPB

Money Concepts Capital’s Potbelly PBPB Stock Holding History

Money Concepts Capital’s Portfolio PBPB Stock Details PBPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,000
Closed -$11.1K – 2153
2022
Q4 		$11.1K Buy
+2,000
New +$10.5K ﹤0.01% 1961

Other funds holding PBPB

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ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Money Concepts Capital's PBPB Position: Q1 2023 in Review

Money Concepts Capital sold out of Potbelly (PBPB) in Q1 2023, closing a stake of 2,000 shares — an estimated $11.1K sold.

Money Concepts Capital first reported a position in PBPB in Q4 2022 and held it in 1 quarter. The position peaked at $11.1K in Q4 2022. 74 funds tracked by Wall St. Rank hold PBPB as of Q1 2023.

  • Money Concepts Capital reported no remaining Potbelly position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,000 Potbelly shares in Q1 2023, an estimated $11.1K.
  • Money Concepts Capital first reported a position in Potbelly in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Potbelly position peaked at $11.1K in Q4 2022.
  • 74 funds tracked by Wall St. Rank held Potbelly as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.