TCI Wealth Advisors’s Portillo's PTLO Stock Holding History

TCI Wealth Advisors’s Portfolio PTLO Stock Details PTLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-160	Closed	-$4K	–	2466
2022 Q1	$4K	Buy	+160	New	+$4.24K	﹤0.01%	1769

Other funds holding PTLO

Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

TCI Wealth Advisors's PTLO Position: Q2 2022 in Review

TCI Wealth Advisors sold out of Portillo's (PTLO) in Q2 2022, closing a stake of 160 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in PTLO in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 127 funds tracked by Wall St. Rank hold PTLO as of Q2 2022.

TCI Wealth Advisors reported no remaining Portillo's position as of Q2 2022 after selling out during the quarter.
TCI Wealth Advisors sold 160 Portillo's shares in Q2 2022, an estimated $4K.
TCI Wealth Advisors first reported a position in Portillo's in Q1 2022 and held it in 1 quarter.
TCI Wealth Advisors's Portillo's position peaked at $4K in Q1 2022.
127 funds tracked by Wall St. Rank held Portillo's as of Q2 2022.

Based on TCI Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.