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Avantax Planning Partners’s Wingstop WING Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-98
Closed -$7K – 1194
2018
Q3 		$7K Buy
+98
New +$5.89K ﹤0.01% 997
2018
Q2 		– Sell
-148
Closed -$7K – 1482
2018
Q1 		$7K Buy
+148
New +$6.8K ﹤0.01% 1227

Other funds holding WING

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Avantax Planning Partners's WING Position: Q4 2018 in Review

Avantax Planning Partners sold out of Wingstop (WING) in Q4 2018, closing a stake of 98 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in WING in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 219 funds tracked by Wall St. Rank hold WING as of Q4 2018.

  • Avantax Planning Partners reported no remaining Wingstop position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 98 Wingstop shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in Wingstop in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Wingstop position peaked at $7K in Q3 2018.
  • 219 funds tracked by Wall St. Rank held Wingstop as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.