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Beaird Harris Wealth Management’s Cheesecake Factory CAKE Stock Holding History

Beaird Harris Wealth Management’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-200
Closed -$8K – 622
2021
Q4 		$8K Buy
+200
New +$8.42K ﹤0.01% 428

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Fred Alger Management
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Dimensional Fund Advisors
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Geode Capital Management
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Beaird Harris Wealth Management's CAKE Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of Cheesecake Factory (CAKE) in Q1 2022, closing a stake of 200 shares — an estimated $8K sold.

Beaird Harris Wealth Management first reported a position in CAKE in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 250 funds tracked by Wall St. Rank hold CAKE as of Q1 2022.

  • Beaird Harris Wealth Management reported no remaining Cheesecake Factory position as of Q1 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 200 Cheesecake Factory shares in Q1 2022, an estimated $8K.
  • Beaird Harris Wealth Management first reported a position in Cheesecake Factory in Q4 2021 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Cheesecake Factory position peaked at $8K in Q4 2021.
  • 250 funds tracked by Wall St. Rank held Cheesecake Factory as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.