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Cedar Wealth Management’s First Watch Restaurant Group FWRG Stock Holding History

Cedar Wealth 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
-1,000
Closed -$16.1K – 304
2023
Q1 		$16.1K Hold
1,000
– – 0.01% 215
2022
Q4 		$13.5K Hold
1,000
– – 0.01% 214
2022
Q3 		$14K Hold
1,000
– – 0.01% 233
2022
Q2 		$14K Buy
+1,000
New +$13.6K 0.01% 246

Other funds holding FWRG

AI
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Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
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

Cedar Wealth Management's FWRG Position: Q2 2023 in Review

Cedar Wealth Management sold out of First Watch Restaurant Group (FWRG) in Q2 2023, closing a stake of 1,000 shares — an estimated $16.1K sold.

Cedar Wealth Management first reported a position in FWRG in Q2 2022 and held it in 4 quarters. The position peaked at $16.1K in Q1 2023. 114 funds tracked by Wall St. Rank hold FWRG as of Q2 2023.

  • Cedar Wealth Management reported no remaining First Watch Restaurant Group position as of Q2 2023 after selling out during the quarter.
  • Cedar Wealth Management sold 1,000 First Watch Restaurant Group shares in Q2 2023, an estimated $16.1K.
  • Cedar Wealth Management first reported a position in First Watch Restaurant Group in Q2 2022 and held it in 4 quarters.
  • Cedar Wealth Management's First Watch Restaurant Group position peaked at $16.1K in Q1 2023.
  • 114 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2023.

Based on Cedar Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.