SSWG
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Seven Springs Wealth Group’s Performance Food Group PFGC Stock Holding History

Seven Springs Wealth Group’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
2021
Q1 		– Sell
-12
Closed -$1K – 223
2020
Q4 		$1K Buy
+12
New +$506 ﹤0.01% 223

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BlackRock
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JP Morgan Chase
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Seven Springs Wealth Group's PFGC Position: Q1 2021 in Review

Seven Springs Wealth Group sold out of Performance Food Group (PFGC) in Q1 2021, closing a stake of 12 shares — an estimated $1K sold.

Seven Springs Wealth Group first reported a position in PFGC in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 244 funds tracked by Wall St. Rank hold PFGC as of Q1 2021.

  • Seven Springs Wealth Group reported no remaining Performance Food Group position as of Q1 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 12 Performance Food Group shares in Q1 2021, an estimated $1K.
  • Seven Springs Wealth Group first reported a position in Performance Food Group in Q4 2020 and held it in 1 quarter.
  • Seven Springs Wealth Group's Performance Food Group position peaked at $1K in Q4 2020.
  • 244 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2021.

Based on Seven Springs Wealth Group's 13F filing for Q1 2021, filed 7 May 2021.