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Walkner Condon Financial Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Walkner Condon Financial Advisors’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,150
Closed -$241K – 257
2024
Q1 		$241K Buy
+4,150
New +$212K 0.05% 239

Other funds holding CMG

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Walkner Condon Financial Advisors's CMG Position: Q2 2024 in Review

Walkner Condon Financial Advisors sold out of Chipotle Mexican Grill (CMG) in Q2 2024, closing a stake of 4,150 shares — an estimated $241K sold.

Walkner Condon Financial Advisors first reported a position in CMG in Q1 2024 and held it in 1 quarter. The position peaked at $241K in Q1 2024. 1,481 funds tracked by Wall St. Rank hold CMG as of Q2 2024.

  • Walkner Condon Financial Advisors reported no remaining Chipotle Mexican Grill position as of Q2 2024 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 4,150 Chipotle Mexican Grill shares in Q2 2024, an estimated $241K.
  • Walkner Condon Financial Advisors first reported a position in Chipotle Mexican Grill in Q1 2024 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's Chipotle Mexican Grill position peaked at $241K in Q1 2024.
  • 1,481 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2024.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.