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MassMutual Private Wealth & Trust’s First Watch Restaurant Group FWRG Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		– Sell
-11
Closed -$271 – 2174
2024
Q1 		$271 Buy
+11
New +$249 ﹤0.01% 1951

Other funds holding FWRG

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GGHC
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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

MassMutual Private Wealth & Trust's FWRG Position: Q2 2024 in Review

MassMutual Private Wealth & Trust sold out of First Watch Restaurant Group (FWRG) in Q2 2024, closing a stake of 11 shares — an estimated $271 sold.

MassMutual Private Wealth & Trust first reported a position in FWRG in Q1 2024 and held it in 1 quarter. The position peaked at $271 in Q1 2024. 137 funds tracked by Wall St. Rank hold FWRG as of Q2 2024.

  • MassMutual Private Wealth & Trust reported no remaining First Watch Restaurant Group position as of Q2 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 11 First Watch Restaurant Group shares in Q2 2024, an estimated $271.
  • MassMutual Private Wealth & Trust first reported a position in First Watch Restaurant Group in Q1 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's First Watch Restaurant Group position peaked at $271 in Q1 2024.
  • 137 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2024, filed 2 Jul 2024.