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Portillos shares owned by Total Clarity Wealth Management

Quarter-by-quarter ownership of Portillos (PTLO) shares owned by Total Clarity Wealth Management from 13F filings

Historical chart of Total Clarity Wealth Management investment in Portillos

Tip: Access up to 7 years of quarterly data

All positions including Portillos held by Total Clarity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Portillos by Total Clarity Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 90k 14.18
2023-12-31 $274k 17k 15.93
2022-06-30 $39k 2.4k 16.54
2021-12-31 $116k 3.1k 37.40

More positions owned by Total Clarity Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Invesco Actively Managed Etf Var Rate Invt (VRIG)
Invesco Exchng Trad Slf Inde Bulletshs 2032 (BSCW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Alphabet Cap Stk Cl A (GOOGL)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)

View all positions for Total Clarity Wealth Management

Top funds holding Portillos

Orbis Allan Gray
Vanguard Group
William Blair $ Company
Samlyn Capital
Principal Financial Group
Franklin Resources
Marshall Wace
Asset Management Investors
Emerald Advisers
Emerald Mutual Fund Advisers, Trust
Kornitzer Capital Management
Dimensional Fund Advisors
Citadel Advisors
Point72 Asset Management
Select Equity

View all funds holding Portillos