Credit Suisse’s First Watch Restaurant Group FWRG Stock Holding History

Credit Suisse’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
2024 Q1	$500K	Sell	20,325 -2,583	-11%	-$58.5K	﹤0.01%	2639
2023 Q4	$460K	Buy	22,908 +2,964	+15%	+$53.4K	﹤0.01%	2768
2023 Q3	$345K	Buy	19,944 +4,408	+28%	+$81.3K	﹤0.01%	2876
2023 Q2	$263K	Buy	15,536 +2,082	+15%	+$34.5K	﹤0.01%	3037
2023 Q1	$216K	Buy	13,454 +4	+0%	+$63	﹤0.01%	3093
2022 Q4	$182K	Buy	13,450 +13,234	+6,127%	+$202K	﹤0.01%	3212
2022 Q3	$3K	Buy	216 +205	+1,864%	+$3.33K	﹤0.01%	3670
2022 Q2	$0	Buy	+11	New	+$150	﹤0.01%	4065

Other funds holding FWRG

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Credit Suisse's FWRG Position: Q1 2024 in Review

Credit Suisse reduced its First Watch Restaurant Group (FWRG) stake by 11% in Q1 2024, selling an estimated $58.5K and leaving 20,325 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #2639.

Credit Suisse first reported a position in FWRG in Q2 2022 and has held it in 8 quarters since. 146 funds tracked by Wall St. Rank hold FWRG as of Q1 2024.

Credit Suisse held 20,325 shares of First Watch Restaurant Group worth $500K as of Q1 2024.
Credit Suisse sold 2,583 First Watch Restaurant Group shares in Q1 2024, an estimated $58.5K.
First Watch Restaurant Group made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2639 holding.
Credit Suisse first reported a position in First Watch Restaurant Group in Q2 2022 and has held it in 8 quarters since.
146 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.