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B. Riley Wealth Advisors’s CAVA Group CAVA Stock Holding History

B. Riley Wealth Advisors’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$204K Sell
1,806
-824
-31% -$110K 0.01% 1036
2024
Q3 		$327K Sell
2,630
-1,333
-34% -$135K 0.01% 911
2024
Q2 		$368K Buy
+3,963
New +$306K 0.01% 941

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

B. Riley Wealth Advisors's CAVA Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its CAVA Group (CAVA) stake by 31% in Q4 2024, selling an estimated $110K and leaving 1,806 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #1036.

B. Riley Wealth Advisors first reported a position in CAVA in Q2 2024 and has held it in 3 quarters since. The position peaked at $368K in Q2 2024. 521 funds tracked by Wall St. Rank hold CAVA as of Q4 2024.

  • B. Riley Wealth Advisors held 1,806 shares of CAVA Group worth $204K as of Q4 2024.
  • B. Riley Wealth Advisors sold 824 CAVA Group shares in Q4 2024, an estimated $110K.
  • CAVA Group made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1036 holding.
  • B. Riley Wealth Advisors first reported a position in CAVA Group in Q2 2024 and has held it in 3 quarters since.
  • B. Riley Wealth Advisors's CAVA Group position peaked at $368K in Q2 2024.
  • 521 funds tracked by Wall St. Rank held CAVA Group as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.