AWM
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AE Wealth Management’s Wingstop WING Stock Holding History

AE Wealth Management’s Portfolio WING Stock Details WING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-540
Closed -$228K – 1332
2024
Q2 		$228K Buy
+540
New +$208K ﹤0.01% 1120
2024
Q1 		– Sell
-1,886
Closed -$515K – 1997
2023
Q4 		$515K Buy
+1,886
New +$407K ﹤0.01% 1422
2023
Q3 		– Sell
-7,774
Closed -$1.56M – 2083
2023
Q2 		$1.56M Buy
+7,774
New +$1.52M 0.01% 926
2021
Q4 		– Sell
-4,161
Closed -$682K – 1801
2021
Q3 		$682K Buy
+4,161
New +$705K 0.01% 1022
2020
Q4 		– Sell
-4,067
Closed -$556K – 1440
2020
Q3 		$556K Sell
4,067
-550
-12% -$80.8K 0.01% 849
2020
Q2 		$642K Sell
4,617
-38
-0.8% -$4.43K 0.01% 770
2020
Q1 		$371K Buy
+4,655
New +$399K 0.01% 795

Other funds holding WING

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return