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AWM
Avior Wealth Management’s
Shake Shack
SHAK
Stock Holding History
Avior Wealth Management’s Portfolio
SHAK Stock Details
SHAK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-2
Closed
-$206
–
2535
2024
Q3
$206
Hold
2
–
–
﹤0.01%
2220
2024
Q2
$180
Sell
2
-55
-96%
-$5.37K
﹤0.01%
2186
2024
Q1
$5.93K
Buy
57
+22
+63%
+$1.93K
﹤0.01%
2033
2023
Q4
$2.59K
Hold
35
–
–
﹤0.01%
1272
2023
Q3
$2.03K
Hold
35
–
–
﹤0.01%
1382
2023
Q2
$2.72K
Hold
35
–
–
﹤0.01%
1321
2023
Q1
$1.94K
Hold
35
–
–
﹤0.01%
1390
2022
Q4
$1.45K
Hold
35
–
–
﹤0.01%
1081
2022
Q3
$1K
Buy
+35
New
+$1.68K
﹤0.01%
1107
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30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
1WCM
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$592M AUM
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
GGHC
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New York
$8.34B AUM
46.58%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Balyasny Asset Management
Chicago, Illinois
$50.9B AUM
42.89%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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