True Wealth Design’s Potbelly PBPB Stock Holding History

True Wealth Design’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
2024 Q4	–	Sell	-91	Closed	-$759	–	1479
2024 Q3	$759	Buy	+91	New	+$695	﹤0.01%	1029

Other funds holding PBPB

NIMC

Nierenberg Investment Management Company Camas, Washington $201M AUM 36.3% 1-Year Est. Return

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

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

True Wealth Design's PBPB Position: Q4 2024 in Review

True Wealth Design sold out of Potbelly (PBPB) in Q4 2024, closing a stake of 91 shares — an estimated $759 sold.

True Wealth Design first reported a position in PBPB in Q3 2024 and held it in 1 quarter. The position peaked at $759 in Q3 2024. 114 funds tracked by Wall St. Rank hold PBPB as of Q4 2024.

True Wealth Design reported no remaining Potbelly position as of Q4 2024 after selling out during the quarter.
True Wealth Design sold 91 Potbelly shares in Q4 2024, an estimated $759.
True Wealth Design first reported a position in Potbelly in Q3 2024 and held it in 1 quarter.
True Wealth Design's Potbelly position peaked at $759 in Q3 2024.
114 funds tracked by Wall St. Rank held Potbelly as of Q4 2024.

Based on True Wealth Design's 13F filing for Q4 2024, filed 14 Feb 2025.