AWM
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Accurate Wealth Management’s Cheesecake Factory CAKE Stock Holding History

Accurate Wealth Management’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12
Closed -$462 – 418
2022
Q4 		$462 Buy
+12
New +$401 ﹤0.01% 1487

Other funds holding CAKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accurate Wealth Management's CAKE Position: Q1 2023 in Review

Accurate Wealth Management sold out of Cheesecake Factory (CAKE) in Q1 2023, closing a stake of 12 shares — an estimated $462 sold.

Accurate Wealth Management first reported a position in CAKE in Q4 2022 and held it in 1 quarter. The position peaked at $462 in Q4 2022. 236 funds tracked by Wall St. Rank hold CAKE as of Q1 2023.

  • Accurate Wealth Management reported no remaining Cheesecake Factory position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 12 Cheesecake Factory shares in Q1 2023, an estimated $462.
  • Accurate Wealth Management first reported a position in Cheesecake Factory in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Cheesecake Factory position peaked at $462 in Q4 2022.
  • 236 funds tracked by Wall St. Rank held Cheesecake Factory as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.