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Baldwin Wealth Partners’s Shake Shack SHAK Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-10
Closed -$1.03K – 867
2024
Q3 		$1.03K Hold
10
– – ﹤0.01% 1006
2024
Q2 		$900 Hold
10
– – ﹤0.01% 726
2024
Q1 		$1.04K Hold
10
– – ﹤0.01% 659
2023
Q4 		$741 Hold
10
– – ﹤0.01% 690
2023
Q3 		$581 Hold
10
– – ﹤0.01% 723
2023
Q2 		$777 Hold
10
– – ﹤0.01% 727
2023
Q1 		$555 Hold
10
– – ﹤0.01% 773
2022
Q4 		$415 Hold
10
– – ﹤0.01% 767
2022
Q3 		$0 Buy
+10
New +$480 ﹤0.01% 698

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Baldwin Wealth Partners's SHAK Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Shake Shack (SHAK) in Q4 2024, closing a stake of 10 shares — an estimated $1.03K sold.

Baldwin Wealth Partners first reported a position in SHAK in Q3 2022 and held it in 9 quarters. The position peaked at $1.04K in Q1 2024. 371 funds tracked by Wall St. Rank hold SHAK as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Shake Shack position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 10 Shake Shack shares in Q4 2024, an estimated $1.03K.
  • Baldwin Wealth Partners first reported a position in Shake Shack in Q3 2022 and held it in 9 quarters.
  • Baldwin Wealth Partners's Shake Shack position peaked at $1.04K in Q1 2024.
  • 371 funds tracked by Wall St. Rank held Shake Shack as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.