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Beaird Harris Wealth Management’s Sweetgreen SG Stock Holding History

Beaird Harris 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
2024
Q3 		– Sell
-1
Closed -$20 – 681
2024
Q2 		$20 Buy
+1
New +$27 ﹤0.01% 697

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Beaird Harris Wealth Management's SG Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Sweetgreen (SG) in Q3 2024, closing a stake of 1 share — an estimated $20 sold.

Beaird Harris Wealth Management first reported a position in SG in Q2 2024 and held it in 1 quarter. The position peaked at $20 in Q2 2024. 273 funds tracked by Wall St. Rank hold SG as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Sweetgreen position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1 Sweetgreen share in Q3 2024, an estimated $20.
  • Beaird Harris Wealth Management first reported a position in Sweetgreen in Q2 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Sweetgreen position peaked at $20 in Q2 2024.
  • 273 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.