WAP
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Wealthcare Advisory Partners’s Performance Food Group PFGC Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-60
Closed -$3K – 1476
2021
Q1 		$3K Buy
+60
New +$3.17K ﹤0.01% 1797

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JP Morgan Chase
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wealthcare Advisory Partners's PFGC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Performance Food Group (PFGC) in Q2 2021, closing a stake of 60 shares — an estimated $3K sold.

Wealthcare Advisory Partners first reported a position in PFGC in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 271 funds tracked by Wall St. Rank hold PFGC as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Performance Food Group position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 60 Performance Food Group shares in Q2 2021, an estimated $3K.
  • Wealthcare Advisory Partners first reported a position in Performance Food Group in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Performance Food Group position peaked at $3K in Q1 2021.
  • 271 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.