WWP
CAVA icon

WR Wealth Planners’s CAVA Group CAVA Stock Holding History

WR Wealth Planners’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.26K Sell
20
-11
-35% -$1.47K ﹤0.01% 839
2024
Q3 		$3.84K Buy
31
+1
+3% +$102 ﹤0.01% 786
2024
Q2 		$2.78K Sell
30
-28
-48% -$2.16K ﹤0.01% 819
2024
Q1 		$4.06K Buy
+58
New +$3.11K ﹤0.01% 756
2023
Q4 		– Sell
-125
Closed -$3.83K – 277
2023
Q3 		$3.83K Buy
125
+100
+400% +$4.36K ﹤0.01% 707
2023
Q2 		$1.02K Buy
+25
New +$1.03K ﹤0.01% 825

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

WR Wealth Planners's CAVA Position: Q4 2024 in Review

WR Wealth Planners reduced its CAVA Group (CAVA) stake by 35% in Q4 2024, selling an estimated $1.47K and leaving 20 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

WR Wealth Planners first reported a position in CAVA in Q2 2023 and has held it in 6 quarters since. The position peaked at $4.06K in Q1 2024. 521 funds tracked by Wall St. Rank hold CAVA as of Q4 2024.

  • WR Wealth Planners held 20 shares of CAVA Group worth $2.26K as of Q4 2024.
  • WR Wealth Planners sold 11 CAVA Group shares in Q4 2024, an estimated $1.47K.
  • CAVA Group made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #839 holding.
  • WR Wealth Planners first reported a position in CAVA Group in Q2 2023 and has held it in 6 quarters since.
  • WR Wealth Planners's CAVA Group position peaked at $4.06K in Q1 2024.
  • 521 funds tracked by Wall St. Rank held CAVA Group as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.