TWM
FWRG icon

Tradition Wealth Management’s First Watch Restaurant Group FWRG Stock Holding History

Tradition Wealth Management’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
2022
Q1 		– Sell
-500
Closed -$8K – 1170
2021
Q4 		$8K Buy
+500
New +$9.96K ﹤0.01% 957

Other funds holding FWRG

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return

Tradition Wealth Management's FWRG Position: Q1 2022 in Review

Tradition Wealth Management sold out of First Watch Restaurant Group (FWRG) in Q1 2022, closing a stake of 500 shares — an estimated $8K sold.

Tradition Wealth Management first reported a position in FWRG in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 71 funds tracked by Wall St. Rank hold FWRG as of Q1 2022.

  • Tradition Wealth Management reported no remaining First Watch Restaurant Group position as of Q1 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 500 First Watch Restaurant Group shares in Q1 2022, an estimated $8K.
  • Tradition Wealth Management first reported a position in First Watch Restaurant Group in Q4 2021 and held it in 1 quarter.
  • Tradition Wealth Management's First Watch Restaurant Group position peaked at $8K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2022.

Based on Tradition Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.