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Capital A Wealth Management’s Sweetgreen SG Stock Holding History

Capital A 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
-2
Closed -$64 – 883
2024
Q4 		$64 Buy
+2
New +$75 ﹤0.01% 805

Other funds holding SG

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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

Capital A Wealth Management's SG Position: Q1 2025 in Review

Capital A Wealth Management sold out of Sweetgreen (SG) in Q1 2025, closing a stake of 2 shares — an estimated $64 sold.

Capital A Wealth Management first reported a position in SG in Q4 2024 and held it in 1 quarter. The position peaked at $64 in Q4 2024. 259 funds tracked by Wall St. Rank hold SG as of Q1 2025.

  • Capital A Wealth Management reported no remaining Sweetgreen position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 2 Sweetgreen shares in Q1 2025, an estimated $64.
  • Capital A Wealth Management first reported a position in Sweetgreen in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Sweetgreen position peaked at $64 in Q4 2024.
  • 259 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.