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WhitTier Trust Company’s First Watch Restaurant Group FWRG Stock Holding History

WhitTier Trust Company’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
2025
Q1 		– Sell
-2,745
Closed -$51.1K – 1438
2024
Q4 		$51.1K Buy
+2,745
New +$48.5K ﹤0.01% 754

Other funds holding FWRG

AI
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

WhitTier Trust Company's FWRG Position: Q1 2025 in Review

WhitTier Trust Company sold out of First Watch Restaurant Group (FWRG) in Q1 2025, closing a stake of 2,745 shares — an estimated $51.1K sold.

WhitTier Trust Company first reported a position in FWRG in Q4 2024 and held it in 1 quarter. The position peaked at $51.1K in Q4 2024. 157 funds tracked by Wall St. Rank hold FWRG as of Q1 2025.

  • WhitTier Trust Company reported no remaining First Watch Restaurant Group position as of Q1 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 2,745 First Watch Restaurant Group shares in Q1 2025, an estimated $51.1K.
  • WhitTier Trust Company first reported a position in First Watch Restaurant Group in Q4 2024 and held it in 1 quarter.
  • WhitTier Trust Company's First Watch Restaurant Group position peaked at $51.1K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2025.

Based on WhitTier Trust Company's 13F filing for Q1 2025, filed 2 May 2025.