VisionPoint Advisory Group’s Sweetgreen SG Stock Holding History

VisionPoint Advisory Group’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 Q4	–	Sell	-110	Closed	-$1.29K	–	865
2023 Q3	$1.29K	Buy	+110	New	+$1.53K	﹤0.01%	605

Other funds holding SG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Radcliff Management New York $220M AUM 22.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VisionPoint Advisory Group's SG Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Sweetgreen (SG) in Q4 2023, closing a stake of 110 shares — an estimated $1.29K sold.

VisionPoint Advisory Group first reported a position in SG in Q3 2023 and held it in 1 quarter. The position peaked at $1.29K in Q3 2023. 174 funds tracked by Wall St. Rank hold SG as of Q4 2023.

VisionPoint Advisory Group reported no remaining Sweetgreen position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 110 Sweetgreen shares in Q4 2023, an estimated $1.29K.
VisionPoint Advisory Group first reported a position in Sweetgreen in Q3 2023 and held it in 1 quarter.
VisionPoint Advisory Group's Sweetgreen position peaked at $1.29K in Q3 2023.
174 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.