BDO Wealth Advisors’s Shake Shack SHAK Stock Holding History

BDO Wealth Advisors’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 Q2	$1.63K	Hold	21	–	–	﹤0.01%	873
2023 Q1	$1.17K	Hold	21	–	–	﹤0.01%	950
2022 Q4	$872	Hold	21	–	–	﹤0.01%	911
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	997
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	1008
2022 Q1	$1K	Hold	21	–	–	﹤0.01%	1025
2021 Q4	$2K	Hold	21	–	–	﹤0.01%	956
2021 Q3	$2K	Hold	21	–	–	﹤0.01%	958
2021 Q2	$2K	Hold	21	–	–	﹤0.01%	1007
2021 Q1	$2K	Hold	21	–	–	﹤0.01%	1015
2020 Q4	$2K	Hold	21	–	–	﹤0.01%	790
2020 Q3	$1K	Hold	21	–	–	﹤0.01%	819
2020 Q2	$1K	Hold	21	–	–	﹤0.01%	667
2020 Q1	$1K	Buy	+21	New	+$1.24K	﹤0.01%	721
2017 Q3	–	Sell	-292	Closed	-$10K	–	527
2017 Q2	$10K	Buy	+292	New	+$10.4K	﹤0.01%	378

Other funds holding SHAK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

BDO Wealth Advisors's SHAK Position: Q2 2023 in Review

BDO Wealth Advisors held its Shake Shack (SHAK) position steady in Q2 2023 at 21 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

BDO Wealth Advisors first reported a position in SHAK in Q2 2017 and has held it in 15 quarters since. The position peaked at $10K in Q2 2017. 286 funds tracked by Wall St. Rank hold SHAK as of Q2 2023.

BDO Wealth Advisors held 21 shares of Shake Shack worth $1.63K as of Q2 2023.
BDO Wealth Advisors left its Shake Shack share count unchanged in Q2 2023.
Shake Shack made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #873 holding.
BDO Wealth Advisors first reported a position in Shake Shack in Q2 2017 and has held it in 15 quarters since.
BDO Wealth Advisors's Shake Shack position peaked at $10K in Q2 2017.
286 funds tracked by Wall St. Rank held Shake Shack as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.