AWM
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Avior Wealth Management’s Sweetgreen SG Stock Holding History

Avior Wealth Management’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
-96
Closed -$3.08K – 2042
2024
Q4 		$3.08K Buy
+96
New +$3.58K ﹤0.01% 2020
2024
Q2 		– Sell
-121
Closed -$3.06K – 3479
2024
Q1 		$3.06K Buy
+121
New +$1.76K ﹤0.01% 2201

Other funds holding SG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

Avior Wealth Management's SG Position: Q1 2025 in Review

Avior Wealth Management sold out of Sweetgreen (SG) in Q1 2025, closing a stake of 96 shares — an estimated $3.08K sold.

Avior Wealth Management first reported a position in SG in Q1 2024 and held it in 2 quarters. The position peaked at $3.08K in Q4 2024. 259 funds tracked by Wall St. Rank hold SG as of Q1 2025.

  • Avior Wealth Management reported no remaining Sweetgreen position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 96 Sweetgreen shares in Q1 2025, an estimated $3.08K.
  • Avior Wealth Management first reported a position in Sweetgreen in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Sweetgreen position peaked at $3.08K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.