Sutton Wealth Advisors’s Performance Food Group PFGC Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-19	Closed	-$1.11K	–	1354
2022 Q4	$1.11K	Hold	19	–	–	﹤0.01%	1294
2022 Q3	$816	Sell	19 -1	-5%	-$49	﹤0.01%	1347
2022 Q2	$920	Sell	20 -7	-26%	-$323	﹤0.01%	1304
2022 Q1	$1.38K	Buy	27 +8	+42%	+$392	﹤0.01%	1261
2021 Q4	$872	Sell	19 -328	-95%	-$14.9K	﹤0.01%	1359
2021 Q3	$16.1K	Buy	+347	New	+$16K	0.01%	765

Other funds holding PFGC

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

Sutton Wealth Advisors's PFGC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Performance Food Group (PFGC) in Q1 2023, closing a stake of 19 shares — an estimated $1.11K sold.

Sutton Wealth Advisors first reported a position in PFGC in Q3 2021 and held it in 6 quarters. The position peaked at $16.1K in Q3 2021. 344 funds tracked by Wall St. Rank hold PFGC as of Q1 2023.

Sutton Wealth Advisors reported no remaining Performance Food Group position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 19 Performance Food Group shares in Q1 2023, an estimated $1.11K.
Sutton Wealth Advisors first reported a position in Performance Food Group in Q3 2021 and held it in 6 quarters.
Sutton Wealth Advisors's Performance Food Group position peaked at $16.1K in Q3 2021.
344 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.