Northwestern Mutual Wealth Management’s Potbelly PBPB Stock Holding History

Northwestern Mutual Wealth Management’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
2022 Q2	–	Sell	-300	Closed	-$2K	–	3395
2022 Q1	$2K	Buy	+300	New	+$1.74K	﹤0.01%	2928
2019 Q2	–	Sell	-37	Closed	–	–	2653
2019 Q1	$0	Hold	37	–	–	﹤0.01%	2659
2018 Q4	$0	Buy	+37	New	+$397	﹤0.01%	2584
2017 Q1	–	Sell	-150	Closed	-$2K	–	2292
2016 Q4	$2K	Buy	+150	New	+$2K	﹤0.01%	2054
2015 Q4	–	Sell	-474	Closed	-$5K	–	1770
2015 Q3	$5K	Buy	+474	New	+$5.68K	﹤0.01%	1255

Other funds holding PBPB

NIMC

Nierenberg Investment Management Company Camas, Washington $201M AUM 36.3% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management's PBPB Position: Q2 2022 in Review

Northwestern Mutual Wealth Management sold out of Potbelly (PBPB) in Q2 2022, closing a stake of 300 shares — an estimated $2K sold.

Northwestern Mutual Wealth Management first reported a position in PBPB in Q3 2015 and held it in 5 quarters. The position peaked at $5K in Q3 2015. 52 funds tracked by Wall St. Rank hold PBPB as of Q2 2022.

Northwestern Mutual Wealth Management reported no remaining Potbelly position as of Q2 2022 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 300 Potbelly shares in Q2 2022, an estimated $2K.
Northwestern Mutual Wealth Management first reported a position in Potbelly in Q3 2015 and held it in 5 quarters.
Northwestern Mutual Wealth Management's Potbelly position peaked at $5K in Q3 2015.
52 funds tracked by Wall St. Rank held Potbelly as of Q2 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.