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WealthPLAN Partners’s
Chipotle Mexican Grill
CMG
Stock Holding History
WealthPLAN Partners’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
Q3
–
Sell
-16,730
Closed
-$1.05M
–
263
2024
Q2
$1.05M
Buy
+16,730
New
+$1.04M
0.11%
144
2023
Q3
–
Sell
-100
Closed
-$4.28K
–
451
2023
Q2
$4.28K
Hold
100
–
–
﹤0.01%
944
2023
Q1
$3.42K
Buy
+100
New
+$3.14K
﹤0.01%
1048
2017
Q2
–
Sell
-250
Closed
-$2.26K
–
224
2017
Q1
$2.26K
Buy
+250
New
+$2.06K
0.01%
403
2016
Q3
$14.5K
Sell
1,700
-2,950
-63%
-$24.3K
﹤0.01%
543
2016
Q2
$23.8K
Buy
+4,650
New
+$40.4K
﹤0.01%
1313
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$13.7B AUM
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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