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WR Wealth Planners’s Sweetgreen SG Stock Holding History

WR Wealth Planners’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.15K Buy
+67
New +$2.5K ﹤0.01% 848

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

WR Wealth Planners opened a new position in Sweetgreen (SG) in Q4 2024: 67 shares worth $2.15K. The stake represents ﹤0.01% of the portfolio and ranks #848 among its holdings.

293 funds tracked by Wall St. Rank hold SG as of Q4 2024.

  • WR Wealth Planners held 67 shares of Sweetgreen worth $2.15K as of Q4 2024.
  • Sweetgreen was a new WR Wealth Planners position in Q4 2024.
  • Sweetgreen made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #848 holding.
  • 293 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2024.

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