QFA
PBPB

Quantum Financial Advisors’s Potbelly PBPB Stock Holding History

Quantum Financial Advisors’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
Q4 		– Sell
-63,178
Closed -$286K – 96
2022
Q3 		$286K Hold
63,178
– – 0.13% 50
2022
Q2 		$347K Buy
+63,178
New +$369K 0.13% 48

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
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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Quantum Financial Advisors's PBPB Position: Q4 2022 in Review

Quantum Financial Advisors sold out of Potbelly (PBPB) in Q4 2022, closing a stake of 63,178 shares — an estimated $286K sold.

Quantum Financial Advisors first reported a position in PBPB in Q2 2022 and held it in 2 quarters. The position peaked at $347K in Q2 2022. 55 funds tracked by Wall St. Rank hold PBPB as of Q4 2022.

  • Quantum Financial Advisors reported no remaining Potbelly position as of Q4 2022 after selling out during the quarter.
  • Quantum Financial Advisors sold 63,178 Potbelly shares in Q4 2022, an estimated $286K.
  • Quantum Financial Advisors first reported a position in Potbelly in Q2 2022 and held it in 2 quarters.
  • Quantum Financial Advisors's Potbelly position peaked at $347K in Q2 2022.
  • 55 funds tracked by Wall St. Rank held Potbelly as of Q4 2022.

Based on Quantum Financial Advisors's 13F filing for Q4 2022, filed 18 Jan 2023.