NWWA
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New Wave Wealth Advisors’s Cracker Barrel CBRL Stock Holding History

New Wave Wealth Advisors’s Portfolio CBRL Stock Details CBRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9
Closed -$476 – 213
2024
Q4 		$476 Buy
+9
New +$445 ﹤0.01% 668

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GC
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BCC
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State Street
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

New Wave Wealth Advisors's CBRL Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Cracker Barrel (CBRL) in Q1 2025, closing a stake of 9 shares — an estimated $476 sold.

New Wave Wealth Advisors first reported a position in CBRL in Q4 2024 and held it in 1 quarter. The position peaked at $476 in Q4 2024. 264 funds tracked by Wall St. Rank hold CBRL as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Cracker Barrel position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 9 Cracker Barrel shares in Q1 2025, an estimated $476.
  • New Wave Wealth Advisors first reported a position in Cracker Barrel in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Cracker Barrel position peaked at $476 in Q4 2024.
  • 264 funds tracked by Wall St. Rank held Cracker Barrel as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.