AWA
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Alta Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Alta Wealth Advisors’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-22,450
Closed -$623K – 141
2022
Q4 		$623K Sell
22,450
-250
-1% -$7.47K 0.42% 79
2022
Q3 		$682K Buy
22,700
+9,700
+75% +$301K 0.49% 59
2022
Q2 		$341K Buy
13,000
+200
+2% +$5.57K 0.24% 111
2022
Q1 		$405K Buy
12,800
+100
+0.8% +$3.01K 0.24% 114
2021
Q4 		$444K Hold
12,700
– – 0.27% 108
2021
Q3 		$462K Hold
12,700
– – 0.34% 103
2021
Q2 		$394K Buy
+12,700
New +$362K 0.29% 107

Other funds holding CMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return