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U.S. Capital Wealth Advisors’s US Foods USFD Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio USFD Stock Details USFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-750
Closed -$25.5K – 1486
2022
Q4 		$25.5K Buy
+750
New +$24K ﹤0.01% 1054

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

U.S. Capital Wealth Advisors's USFD Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of US Foods (USFD) in Q1 2023, closing a stake of 750 shares — an estimated $25.5K sold.

U.S. Capital Wealth Advisors first reported a position in USFD in Q4 2022 and held it in 1 quarter. The position peaked at $25.5K in Q4 2022. 356 funds tracked by Wall St. Rank hold USFD as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining US Foods position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 750 US Foods shares in Q1 2023, an estimated $25.5K.
  • U.S. Capital Wealth Advisors first reported a position in US Foods in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's US Foods position peaked at $25.5K in Q4 2022.
  • 356 funds tracked by Wall St. Rank held US Foods as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.