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Laird Norton Wetherby Wealth Management’s CAVA Group CAVA Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,853
Closed -$357K – 937
2024
Q2 		$357K Buy
3,853
+823
+27% +$63.5K 0.02% 644
2024
Q1 		$212K Sell
3,030
-2,370
-44% -$127K 0.01% 868
2023
Q4 		$232K Buy
+5,400
New +$188K 0.01% 809
2023
Q3 		– Sell
-5,600
Closed -$229K – 921
2023
Q2 		$229K Buy
+5,600
New +$231K 0.01% 801

Other funds holding CAVA

AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's CAVA Position: Q3 2024 in Review

Laird Norton Wetherby Wealth Management sold out of CAVA Group (CAVA) in Q3 2024, closing a stake of 3,853 shares — an estimated $357K sold.

Laird Norton Wetherby Wealth Management first reported a position in CAVA in Q2 2023 and held it in 4 quarters. The position peaked at $357K in Q2 2024. 449 funds tracked by Wall St. Rank hold CAVA as of Q3 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining CAVA Group position as of Q3 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 3,853 CAVA Group shares in Q3 2024, an estimated $357K.
  • Laird Norton Wetherby Wealth Management first reported a position in CAVA Group in Q2 2023 and held it in 4 quarters.
  • Laird Norton Wetherby Wealth Management's CAVA Group position peaked at $357K in Q2 2024.
  • 449 funds tracked by Wall St. Rank held CAVA Group as of Q3 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.