Patriot Financial Group Insurance Agency’s Performance Food Group PFGC Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio PFGC Stock Details PFGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,111	Closed	-$51K	–	1506
2022 Q2	$51K	Sell	1,111 -26	-2%	-$1.2K	0.01%	727
2022 Q1	$58K	Sell	1,137 -162	-12%	-$7.94K	0.01%	735
2021 Q4	$60K	Sell	1,299 -4	-0.3%	-$182	0.01%	803
2021 Q3	$61K	Buy	1,303 +10	+0.8%	+$460	0.01%	803
2021 Q2	$63K	Sell	1,293 -20	-2%	-$1.06K	0.01%	771
2021 Q1	$76K	Buy	1,313 +27	+2%	+$1.43K	0.02%	640
2020 Q4	$61K	Hold	1,286	–	–	0.02%	633
2020 Q3	$45K	Hold	1,286	–	–	0.01%	563
2020 Q2	$37K	Buy	1,286 +6	+0.5%	+$156	0.01%	582
2020 Q1	$32K	Buy	+1,280	New	+$55K	0.01%	548

Other funds holding PFGC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PFGC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Performance Food Group (PFGC) in Q3 2022, closing a stake of 1,111 shares — an estimated $51K sold.

Patriot Financial Group Insurance Agency first reported a position in PFGC in Q1 2020 and held it in 10 quarters. The position peaked at $76K in Q1 2021. 329 funds tracked by Wall St. Rank hold PFGC as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Performance Food Group position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,111 Performance Food Group shares in Q3 2022, an estimated $51K.
Patriot Financial Group Insurance Agency first reported a position in Performance Food Group in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Performance Food Group position peaked at $76K in Q1 2021.
329 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.