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American Portfolios Advisors’s Sweetgreen SG Stock Holding History

American Portfolios Advisors’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$685 Hold
37
– – ﹤0.01% 3339
2022
Q2 		$431 Hold
37
– – ﹤0.01% 3409
2022
Q1 		$1.18K Hold
37
– – ﹤0.01% 3334
2021
Q4 		$1.18K Buy
+37
New +$1.25K ﹤0.01% 3297

Other funds holding SG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RGMC
Revolution Growth Management Company Washington, District of Columbia $70.8M AUM 20.1% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Portfolios Advisors's SG Position: Q3 2022 in Review

American Portfolios Advisors held its Sweetgreen (SG) position steady in Q3 2022 at 37 shares worth $685. The position accounts for ﹤0.01% of the portfolio, ranked #3339.

American Portfolios Advisors first reported a position in SG in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.18K in Q1 2022. 125 funds tracked by Wall St. Rank hold SG as of Q3 2022.

  • American Portfolios Advisors held 37 shares of Sweetgreen worth $685 as of Q3 2022.
  • American Portfolios Advisors left its Sweetgreen share count unchanged in Q3 2022.
  • Sweetgreen made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3339 holding.
  • American Portfolios Advisors first reported a position in Sweetgreen in Q4 2021 and has held it in 4 quarters since.
  • American Portfolios Advisors's Sweetgreen position peaked at $1.18K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.