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Wetzel Investment Advisors’s Performance Food Group PFGC Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-6
Closed -$448 – 680
2024
Q2 		$448 Hold
6
– – ﹤0.01% 885
2024
Q1 		$408 Hold
6
– – ﹤0.01% 992
2023
Q4 		$0 Buy
+6
New +$369 ﹤0.01% 1036

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Wetzel Investment Advisors's PFGC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Performance Food Group (PFGC) in Q3 2024, closing a stake of 6 shares — an estimated $448 sold.

Wetzel Investment Advisors first reported a position in PFGC in Q4 2023 and held it in 3 quarters. The position peaked at $448 in Q2 2024. 402 funds tracked by Wall St. Rank hold PFGC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Performance Food Group position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 6 Performance Food Group shares in Q3 2024, an estimated $448.
  • Wetzel Investment Advisors first reported a position in Performance Food Group in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Performance Food Group position peaked at $448 in Q2 2024.
  • 402 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.