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Pacific Capital Wealth Advisors’s Sweetgreen SG Stock Holding History

Pacific Capital Wealth Advisors’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
2025
Q1 		– Sell
-221
Closed -$7.08K – 315
2024
Q4 		$7.08K Hold
221
– – ﹤0.01% 296
2024
Q3 		$7.83K Buy
+221
New +$6.71K ﹤0.01% 317

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pacific Capital Wealth Advisors's SG Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Sweetgreen (SG) in Q1 2025, closing a stake of 221 shares — an estimated $7.08K sold.

Pacific Capital Wealth Advisors first reported a position in SG in Q3 2024 and held it in 2 quarters. The position peaked at $7.83K in Q3 2024. 259 funds tracked by Wall St. Rank hold SG as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Sweetgreen position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 221 Sweetgreen shares in Q1 2025, an estimated $7.08K.
  • Pacific Capital Wealth Advisors first reported a position in Sweetgreen in Q3 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Sweetgreen position peaked at $7.83K in Q3 2024.
  • 259 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.