SPIA
PBPB

Steward Partners Investment Advisory’s Potbelly PBPB Stock Holding History

Steward Partners Investment Advisory’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
2024
Q2 		– Sell
-3,909
Closed -$47.3K – 3688
2024
Q1 		$47.3K Buy
+3,909
New +$48.9K ﹤0.01% 2144

Other funds holding PBPB

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

Steward Partners Investment Advisory's PBPB Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of Potbelly (PBPB) in Q2 2024, closing a stake of 3,909 shares — an estimated $47.3K sold.

Steward Partners Investment Advisory first reported a position in PBPB in Q1 2024 and held it in 1 quarter. The position peaked at $47.3K in Q1 2024. 110 funds tracked by Wall St. Rank hold PBPB as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining Potbelly position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3,909 Potbelly shares in Q2 2024, an estimated $47.3K.
  • Steward Partners Investment Advisory first reported a position in Potbelly in Q1 2024 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Potbelly position peaked at $47.3K in Q1 2024.
  • 110 funds tracked by Wall St. Rank held Potbelly as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.