WealthPLAN Partners’s Portillo's PTLO Stock Holding History

WealthPLAN Partners’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
2023 Q2	–	Sell	-137	Closed	-$2.93K	–	1371
2023 Q1	$2.93K	Buy	+137	New	+$2.88K	﹤0.01%	1083

Other funds holding PTLO

Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

WealthPLAN Partners's PTLO Position: Q2 2023 in Review

WealthPLAN Partners sold out of Portillo's (PTLO) in Q2 2023, closing a stake of 137 shares — an estimated $2.93K sold.

WealthPLAN Partners first reported a position in PTLO in Q1 2023 and held it in 1 quarter. The position peaked at $2.93K in Q1 2023. 186 funds tracked by Wall St. Rank hold PTLO as of Q2 2023.

WealthPLAN Partners reported no remaining Portillo's position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 137 Portillo's shares in Q2 2023, an estimated $2.93K.
WealthPLAN Partners first reported a position in Portillo's in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Portillo's position peaked at $2.93K in Q1 2023.
186 funds tracked by Wall St. Rank held Portillo's as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.