PWS
SG icon

Precision Wealth Strategies’s Sweetgreen SG Stock Holding History

Precision Wealth Strategies’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
Q4 		– Sell
-6,401
Closed -$227K – 123
2024
Q3 		$227K Buy
+6,401
New +$194K 0.21% 99

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Precision Wealth Strategies's SG Position: Q4 2024 in Review

Precision Wealth Strategies sold out of Sweetgreen (SG) in Q4 2024, closing a stake of 6,401 shares — an estimated $227K sold.

Precision Wealth Strategies first reported a position in SG in Q3 2024 and held it in 1 quarter. The position peaked at $227K in Q3 2024. 293 funds tracked by Wall St. Rank hold SG as of Q4 2024.

  • Precision Wealth Strategies reported no remaining Sweetgreen position as of Q4 2024 after selling out during the quarter.
  • Precision Wealth Strategies sold 6,401 Sweetgreen shares in Q4 2024, an estimated $227K.
  • Precision Wealth Strategies first reported a position in Sweetgreen in Q3 2024 and held it in 1 quarter.
  • Precision Wealth Strategies's Sweetgreen position peaked at $227K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2024.

Based on Precision Wealth Strategies's 13F filing for Q4 2024, filed 24 Jan 2025.