AWS
CAKE icon

Atria Wealth Solutions’s Cheesecake Factory CAKE Stock Holding History

Atria Wealth Solutions’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
-15,000
Closed -$476K – 1864
2022
Q4 		$476K Hold
15,000
– – 0.01% 1105
2022
Q3 		$439K Buy
15,000
+7,387
+97% +$224K 0.01% 1091
2022
Q2 		$221K Buy
+7,613
New +$253K ﹤0.01% 1394

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Atria Wealth Solutions's CAKE Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Cheesecake Factory (CAKE) in Q1 2025, closing a stake of 4,323 shares — an estimated $205K sold.

Atria Wealth Solutions first reported a position in CAKE in Q1 2022 and held it in 10 quarters. The position peaked at $273K in Q1 2022. 316 funds tracked by Wall St. Rank hold CAKE as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Cheesecake Factory position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,323 Cheesecake Factory shares in Q1 2025, an estimated $205K.
  • Atria Wealth Solutions first reported a position in Cheesecake Factory in Q1 2022 and held it in 10 quarters.
  • Atria Wealth Solutions's Cheesecake Factory position peaked at $273K in Q1 2022.
  • 316 funds tracked by Wall St. Rank held Cheesecake Factory as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.