AWA
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Authentikos Wealth Advisory’s Shake Shack SHAK Stock Holding History

Authentikos Wealth Advisory’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10
Closed -$581 – 498
2023
Q3 		$581 Buy
+10
New +$711 ﹤0.01% 555

Other funds holding SHAK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1WCM
12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Authentikos Wealth Advisory's SHAK Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Shake Shack (SHAK) in Q4 2023, closing a stake of 10 shares — an estimated $581 sold.

Authentikos Wealth Advisory first reported a position in SHAK in Q3 2023 and held it in 1 quarter. The position peaked at $581 in Q3 2023. 285 funds tracked by Wall St. Rank hold SHAK as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Shake Shack position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 10 Shake Shack shares in Q4 2023, an estimated $581.
  • Authentikos Wealth Advisory first reported a position in Shake Shack in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Shake Shack position peaked at $581 in Q3 2023.
  • 285 funds tracked by Wall St. Rank held Shake Shack as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.