Tradition Wealth Management’s Potbelly PBPB Stock Holding History

Tradition Wealth Management’s Portfolio PBPB Stock Details PBPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-100	Closed	–	–	966
2020 Q4	$0	Buy	+100	New	+$423	﹤0.01%	1068

Other funds holding PBPB

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SAM

Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

NIMC

Nierenberg Investment Management Company Camas, Washington $201M AUM 36.3% 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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Tradition Wealth Management's PBPB Position: Q1 2021 in Review

Tradition Wealth Management sold out of Potbelly (PBPB) in Q1 2021, closing a stake of 100 shares.

Tradition Wealth Management first reported a position in PBPB in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 58 funds tracked by Wall St. Rank hold PBPB as of Q1 2021.

Tradition Wealth Management reported no remaining Potbelly position as of Q1 2021 after selling out during the quarter.
Tradition Wealth Management sold 100 Potbelly shares in Q1 2021.
Tradition Wealth Management first reported a position in Potbelly in Q4 2020 and held it in 1 quarter.
Tradition Wealth Management's Potbelly position peaked at $0 in Q4 2020.
58 funds tracked by Wall St. Rank held Potbelly as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.