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Prime Capital Investment Advisors’s Sweetgreen SG Stock Holding History

Prime Capital Investment 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
2023
Q2 		– Sell
-10,326
Closed -$81K – 782
2023
Q1 		$81K Buy
+10,326
New +$90.9K ﹤0.01% 533

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
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
RGMC
Revolution Growth Management Company Washington, District of Columbia $70.8M AUM 20.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RM
Radcliff Management New York $220M AUM 22.57% 1-Year Est. Return

Prime Capital Investment Advisors's SG Position: Q2 2023 in Review

Prime Capital Investment Advisors sold out of Sweetgreen (SG) in Q2 2023, closing a stake of 10,326 shares — an estimated $81K sold.

Prime Capital Investment Advisors first reported a position in SG in Q1 2023 and held it in 1 quarter. The position peaked at $81K in Q1 2023. 137 funds tracked by Wall St. Rank hold SG as of Q2 2023.

  • Prime Capital Investment Advisors reported no remaining Sweetgreen position as of Q2 2023 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 10,326 Sweetgreen shares in Q2 2023, an estimated $81K.
  • Prime Capital Investment Advisors first reported a position in Sweetgreen in Q1 2023 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Sweetgreen position peaked at $81K in Q1 2023.
  • 137 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2023.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.