Wealthstreet Investment Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Wealthstreet Investment 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
2021 Q2	–	Sell	-76,300	Closed	-$2.17M	–	133
2021 Q1	$2.17M	Sell	76,300 -2,050	-3%	-$59.3K	0.21%	112
2020 Q4	$2.17M	Hold	78,350	–	–	0.22%	105
2020 Q3	$1.95M	Hold	78,350	–	–	0.22%	103
2020 Q2	$1.65M	Hold	78,350	–	–	0.2%	105
2020 Q1	$1.02M	Hold	78,350	–	–	0.15%	124
2019 Q4	$1.31M	Hold	78,350	–	–	0.15%	129
2019 Q3	$1.2M	Hold	78,350	–	–	0.15%	122
2019 Q2	$1.15M	Hold	78,350	–	–	0.15%	136
2019 Q1	$1.11M	Hold	78,350	–	–	0.15%	135
2018 Q4	$834K	Sell	78,350 -16,050	-17%	-$145K	0.12%	152
2018 Q3	$858K	Sell	94,400 -3,250	-3%	-$30.9K	0.11%	174
2018 Q2	$842K	Buy	97,650 +150	+0.2%	+$1.23K	0.11%	170
2018 Q1	$630K	Sell	97,500 -28,900	-23%	-$182K	0.08%	204
2017 Q4	$731K	Buy	+126,400	New	+$754K	0.09%	188

Other funds holding CMG

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wealthstreet Investment Advisors's CMG Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Chipotle Mexican Grill (CMG) in Q2 2021, closing a stake of 76,300 shares — an estimated $2.17M sold.

Wealthstreet Investment Advisors first reported a position in CMG in Q4 2017 and held it in 14 quarters. The position peaked at $2.17M in Q4 2020. 794 funds tracked by Wall St. Rank hold CMG as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Chipotle Mexican Grill position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 76,300 Chipotle Mexican Grill shares in Q2 2021, an estimated $2.17M.
Wealthstreet Investment Advisors first reported a position in Chipotle Mexican Grill in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Chipotle Mexican Grill position peaked at $2.17M in Q4 2020.
794 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.