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

TCI 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 Q2	–	Sell	-74	Closed	-$4.47K	–	1646
2023 Q1	$4.47K	Sell	74 -2	-3%	-$117	﹤0.01%	1604
2022 Q4	$4.44K	Buy	76 +3	+4%	+$163	﹤0.01%	1607
2022 Q3	$3K	Buy	73 +20	+38%	+$989	﹤0.01%	1815
2022 Q2	$2K	Hold	53	–	–	﹤0.01%	2025
2022 Q1	$3K	Hold	53	–	–	﹤0.01%	1903
2021 Q4	$2K	Hold	53	–	–	﹤0.01%	2108
2021 Q3	$2K	Hold	53	–	–	﹤0.01%	2164
2021 Q2	$3K	Sell	53 -114	-68%	-$6.02K	﹤0.01%	1822
2021 Q1	$10K	Buy	167 +114	+215%	+$6.02K	﹤0.01%	861
2020 Q4	$3K	Hold	53	–	–	﹤0.01%	1120
2020 Q3	$2K	Hold	53	–	–	﹤0.01%	1157
2020 Q2	$2K	Buy	+53	New	+$1.38K	﹤0.01%	1099

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

TCI Wealth Advisors's PFGC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Performance Food Group (PFGC) in Q2 2023, closing a stake of 74 shares — an estimated $4.47K sold.

TCI Wealth Advisors first reported a position in PFGC in Q2 2020 and held it in 12 quarters. The position peaked at $10K in Q1 2021. 358 funds tracked by Wall St. Rank hold PFGC as of Q2 2023.

TCI Wealth Advisors reported no remaining Performance Food Group position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 74 Performance Food Group shares in Q2 2023, an estimated $4.47K.
TCI Wealth Advisors first reported a position in Performance Food Group in Q2 2020 and held it in 12 quarters.
TCI Wealth Advisors's Performance Food Group position peaked at $10K in Q1 2021.
358 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.