RPg Family Wealth Advisory’s Chefs' Warehouse CHEF Stock Holding History

RPg Family Wealth Advisory’s Portfolio CHEF Stock Details CHEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-725	Closed	-$23.6K	–	114
2022 Q1	$23.6K	Hold	725	–	–	0.01%	200
2021 Q4	$24.1K	Hold	725	–	–	0.01%	208
2021 Q3	$23.6K	Hold	725	–	–	0.01%	212
2021 Q2	$23.1K	Buy	+725	New	+$23.2K	0.01%	211
2020 Q4	$15.5K	Buy	+602	New	+$11.8K	0.01%	251
2020 Q1	–	Sell	-586	Closed	-$22.3K	–	259
2019 Q4	$22.3K	Buy	586 +48	+9%	+$1.75K	0.01%	203
2019 Q3	$21.7K	Hold	538	–	–	0.01%	217
2019 Q2	$18.9K	Hold	538	–	–	0.01%	225
2019 Q1	$16.7K	Buy	538 +89	+20%	+$2.92K	0.01%	245
2018 Q4	$14.4K	Hold	449	–	–	0.01%	190
2018 Q3	$16.3K	Buy	449 +68	+18%	+$2.1K	0.01%	203
2018 Q2	$10.9K	Buy	+381	New	+$9.99K	0.01%	221

Other funds holding CHEF

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RPg Family Wealth Advisory's CHEF Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Chefs' Warehouse (CHEF) in Q2 2022, closing a stake of 725 shares — an estimated $23.6K sold.

RPg Family Wealth Advisory first reported a position in CHEF in Q2 2018 and held it in 12 quarters. The position peaked at $24.1K in Q4 2021. 191 funds tracked by Wall St. Rank hold CHEF as of Q2 2022.

RPg Family Wealth Advisory reported no remaining Chefs' Warehouse position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 725 Chefs' Warehouse shares in Q2 2022, an estimated $23.6K.
RPg Family Wealth Advisory first reported a position in Chefs' Warehouse in Q2 2018 and held it in 12 quarters.
RPg Family Wealth Advisory's Chefs' Warehouse position peaked at $24.1K in Q4 2021.
191 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.