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Destiny Wealth Partners’s First Watch Restaurant Group FWRG Stock Holding History

Destiny Wealth Partners’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
Q1 		– Sell
-471
Closed -$6.37K – 346
2022
Q4 		$6.37K Hold
471
– – ﹤0.01% 541
2022
Q3 		$7K Hold
471
– – ﹤0.01% 462
2022
Q2 		$7K Hold
471
– – ﹤0.01% 475
2022
Q1 		$6K Sell
471
-2,451
-84% -$35.1K ﹤0.01% 461
2021
Q4 		$49K Buy
+2,922
New +$58.2K 0.01% 325

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GIM
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BlackRock
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
RCMC
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Citadel Advisors
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Destiny Wealth Partners's FWRG Position: Q1 2023 in Review

Destiny Wealth Partners sold out of First Watch Restaurant Group (FWRG) in Q1 2023, closing a stake of 471 shares — an estimated $6.37K sold.

Destiny Wealth Partners first reported a position in FWRG in Q4 2021 and held it in 5 quarters. The position peaked at $49K in Q4 2021. 99 funds tracked by Wall St. Rank hold FWRG as of Q1 2023.

  • Destiny Wealth Partners reported no remaining First Watch Restaurant Group position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 471 First Watch Restaurant Group shares in Q1 2023, an estimated $6.37K.
  • Destiny Wealth Partners first reported a position in First Watch Restaurant Group in Q4 2021 and held it in 5 quarters.
  • Destiny Wealth Partners's First Watch Restaurant Group position peaked at $49K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.