TD Waterhouse Canada’s First Watch Restaurant Group FWRG Stock Holding History

TD Waterhouse Canada’s Portfolio FWRG Stock Details FWRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,000	Closed	-$234K	–	1944
2024 Q1	$234K	Hold	10,000	–	–	﹤0.01%	745
2023 Q4	$187K	Hold	10,000	–	–	﹤0.01%	690
2023 Q3	$175K	Hold	10,000	–	–	﹤0.01%	665
2023 Q2	$169K	Hold	10,000	–	–	﹤0.01%	688
2023 Q1	$159K	Hold	10,000	–	–	﹤0.01%	690
2022 Q4	$139K	Hold	10,000	–	–	﹤0.01%	702
2022 Q3	$153K	Hold	10,000	–	–	﹤0.01%	706
2022 Q2	$149K	Hold	10,000	–	–	﹤0.01%	727
2022 Q1	$127K	Buy	+10,000	New	+$143K	﹤0.01%	804

Other funds holding FWRG

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

TD Waterhouse Canada's FWRG Position: Q2 2024 in Review

TD Waterhouse Canada sold out of First Watch Restaurant Group (FWRG) in Q2 2024, closing a stake of 10,000 shares — an estimated $234K sold.

TD Waterhouse Canada first reported a position in FWRG in Q1 2022 and held it in 9 quarters. The position peaked at $234K in Q1 2024. 137 funds tracked by Wall St. Rank hold FWRG as of Q2 2024.

TD Waterhouse Canada reported no remaining First Watch Restaurant Group position as of Q2 2024 after selling out during the quarter.
TD Waterhouse Canada sold 10,000 First Watch Restaurant Group shares in Q2 2024, an estimated $234K.
TD Waterhouse Canada first reported a position in First Watch Restaurant Group in Q1 2022 and held it in 9 quarters.
TD Waterhouse Canada's First Watch Restaurant Group position peaked at $234K in Q1 2024.
137 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2024.

Based on TD Waterhouse Canada's 13F filing for Q2 2024, filed 2 Aug 2024.