AAS
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Avantax Advisory Services’s Sweetgreen SG Stock Holding History

Avantax Advisory Services’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
2025
Q1 		– Sell
-7,799
Closed -$250K – 2319
2024
Q4 		$250K Buy
+7,799
New +$291K ﹤0.01% 1914

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Avantax Advisory Services's SG Position: Q1 2025 in Review

Avantax Advisory Services sold out of Sweetgreen (SG) in Q1 2025, closing a stake of 7,799 shares — an estimated $250K sold.

Avantax Advisory Services first reported a position in SG in Q4 2024 and held it in 1 quarter. The position peaked at $250K in Q4 2024. 259 funds tracked by Wall St. Rank hold SG as of Q1 2025.

  • Avantax Advisory Services reported no remaining Sweetgreen position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 7,799 Sweetgreen shares in Q1 2025, an estimated $250K.
  • Avantax Advisory Services first reported a position in Sweetgreen in Q4 2024 and held it in 1 quarter.
  • Avantax Advisory Services's Sweetgreen position peaked at $250K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.