FPCP
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Fort Point Capital Partners’s Sweetgreen SG Stock Holding History

Fort Point Capital Partners’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
2024
Q1 		– Sell
-16,461
Closed -$186K – 336
2023
Q4 		$186K Hold
16,461
– – 0.03% 288
2023
Q3 		$193K Sell
16,461
-3,539
-18% -$49.3K 0.03% 264
2023
Q2 		$256K Hold
20,000
– – 0.04% 238
2023
Q1 		$157K Hold
20,000
– – 0.02% 264
2022
Q4 		$171K Hold
20,000
– – 0.03% 256
2022
Q3 		$370K Sell
20,000
-8,333
-29% -$142K 0.06% 179
2022
Q2 		$330K Buy
+28,333
New +$598K 0.05% 212

Other funds holding SG

Fidelity Investments
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
RM
Radcliff Management New York $220M AUM 22.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fort Point Capital Partners's SG Position: Q1 2024 in Review

Fort Point Capital Partners sold out of Sweetgreen (SG) in Q1 2024, closing a stake of 16,461 shares — an estimated $186K sold.

Fort Point Capital Partners first reported a position in SG in Q2 2022 and held it in 7 quarters. The position peaked at $370K in Q3 2022. 195 funds tracked by Wall St. Rank hold SG as of Q1 2024.

  • Fort Point Capital Partners reported no remaining Sweetgreen position as of Q1 2024 after selling out during the quarter.
  • Fort Point Capital Partners sold 16,461 Sweetgreen shares in Q1 2024, an estimated $186K.
  • Fort Point Capital Partners first reported a position in Sweetgreen in Q2 2022 and held it in 7 quarters.
  • Fort Point Capital Partners's Sweetgreen position peaked at $370K in Q3 2022.
  • 195 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2024.

Based on Fort Point Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.