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Mowery & Schoenfeld Wealth Management’s Portillo's PTLO Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q1 		– Sell
-50
Closed -$797 – 181
2023
Q4 		$797 Buy
+50
New +$773 ﹤0.01% 152

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William Blair & Company
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EC
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Ameriprise
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's PTLO Position: Q1 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of Portillo's (PTLO) in Q1 2024, closing a stake of 50 shares — an estimated $797 sold.

Mowery & Schoenfeld Wealth Management first reported a position in PTLO in Q4 2023 and held it in 1 quarter. The position peaked at $797 in Q4 2023. 195 funds tracked by Wall St. Rank hold PTLO as of Q1 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining Portillo's position as of Q1 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 50 Portillo's shares in Q1 2024, an estimated $797.
  • Mowery & Schoenfeld Wealth Management first reported a position in Portillo's in Q4 2023 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Portillo's position peaked at $797 in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Portillo's as of Q1 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.