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Prosperity Financial Group’s CAVA Group CAVA Stock Holding History

Prosperity Financial Group’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$12.4K – 179
2024
Q3 		$12.4K Buy
+100
New +$10.2K 0.01% 157

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Prosperity Financial Group's CAVA Position: Q4 2024 in Review

Prosperity Financial Group sold out of CAVA Group (CAVA) in Q4 2024, closing a stake of 100 shares — an estimated $12.4K sold.

Prosperity Financial Group first reported a position in CAVA in Q3 2024 and held it in 1 quarter. The position peaked at $12.4K in Q3 2024. 521 funds tracked by Wall St. Rank hold CAVA as of Q4 2024.

  • Prosperity Financial Group reported no remaining CAVA Group position as of Q4 2024 after selling out during the quarter.
  • Prosperity Financial Group sold 100 CAVA Group shares in Q4 2024, an estimated $12.4K.
  • Prosperity Financial Group first reported a position in CAVA Group in Q3 2024 and held it in 1 quarter.
  • Prosperity Financial Group's CAVA Group position peaked at $12.4K in Q3 2024.
  • 521 funds tracked by Wall St. Rank held CAVA Group as of Q4 2024.

Based on Prosperity Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.