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Toth Financial Advisory’s Portillo's PTLO Stock Holding History

Toth Financial Advisory’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
2024
Q4 		– Sell
-1,001
Closed -$13.5K – 740
2024
Q3 		$13.5K Hold
1,001
– – ﹤0.01% 428
2024
Q2 		$9.73K Buy
1,001
+501
+100% +$5.58K ﹤0.01% 469
2024
Q1 		$7.09K Buy
+500
New +$6.94K ﹤0.01% 487

Other funds holding PTLO

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
BP
Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Toth Financial Advisory's PTLO Position: Q4 2024 in Review

Toth Financial Advisory sold out of Portillo's (PTLO) in Q4 2024, closing a stake of 1,001 shares — an estimated $13.5K sold.

Toth Financial Advisory first reported a position in PTLO in Q1 2024 and held it in 3 quarters. The position peaked at $13.5K in Q3 2024. 190 funds tracked by Wall St. Rank hold PTLO as of Q4 2024.

  • Toth Financial Advisory reported no remaining Portillo's position as of Q4 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 1,001 Portillo's shares in Q4 2024, an estimated $13.5K.
  • Toth Financial Advisory first reported a position in Portillo's in Q1 2024 and held it in 3 quarters.
  • Toth Financial Advisory's Portillo's position peaked at $13.5K in Q3 2024.
  • 190 funds tracked by Wall St. Rank held Portillo's as of Q4 2024.

Based on Toth Financial Advisory's 13F filing for Q4 2024, filed 21 Jan 2025.