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TFO Wealth Partners’s Performance Food Group PFGC Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-5
Closed -$373 – 573
2024
Q1 		$373 Sell
5
-5
-50% -$368 ﹤0.01% 336
2023
Q4 		$692 Hold
10
– – ﹤0.01% 263
2023
Q3 		$602 Buy
10
+5
+100% +$302 ﹤0.01% 406
2023
Q2 		$301 Hold
5
– – ﹤0.01% 401
2023
Q1 		$302 Sell
5
-9
-64% -$526 ﹤0.01% 373
2022
Q4 		$978 Buy
+14
New +$763 ﹤0.01% 374
2022
Q3 		– Sell
-82
Closed -$4K – 395
2022
Q2 		$4K Buy
+82
New +$3.79K ﹤0.01% 231

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TFO Wealth Partners's PFGC Position: Q2 2024 in Review

TFO Wealth Partners sold out of Performance Food Group (PFGC) in Q2 2024, closing a stake of 5 shares — an estimated $373 sold.

TFO Wealth Partners first reported a position in PFGC in Q2 2022 and held it in 7 quarters. The position peaked at $4K in Q2 2022. 436 funds tracked by Wall St. Rank hold PFGC as of Q2 2024.

  • TFO Wealth Partners reported no remaining Performance Food Group position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 5 Performance Food Group shares in Q2 2024, an estimated $373.
  • TFO Wealth Partners first reported a position in Performance Food Group in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Performance Food Group position peaked at $4K in Q2 2022.
  • 436 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.