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Belpointe Asset Management’s First Watch Restaurant Group FWRG Stock Holding History

Belpointe Asset Management’s Portfolio FWRG Stock Details FWRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-150
Closed -$2.41K – 1600
2023
Q1 		$2.41K Buy
+150
New +$2.35K ﹤0.01% 3261

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BlackRock
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Belpointe Asset Management's FWRG Position: Q2 2023 in Review

Belpointe Asset Management sold out of First Watch Restaurant Group (FWRG) in Q2 2023, closing a stake of 150 shares — an estimated $2.41K sold.

Belpointe Asset Management first reported a position in FWRG in Q1 2023 and held it in 1 quarter. The position peaked at $2.41K in Q1 2023. 114 funds tracked by Wall St. Rank hold FWRG as of Q2 2023.

  • Belpointe Asset Management reported no remaining First Watch Restaurant Group position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 150 First Watch Restaurant Group shares in Q2 2023, an estimated $2.41K.
  • Belpointe Asset Management first reported a position in First Watch Restaurant Group in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's First Watch Restaurant Group position peaked at $2.41K in Q1 2023.
  • 114 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.