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BerganKDV Wealth Management’s Wingstop WING Stock Holding History

BerganKDV Wealth Management’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
2022
Q3 		– Sell
-32
Closed -$2K – 1077
2022
Q2 		$2K Hold
32
– – ﹤0.01% 863
2022
Q1 		$4K Hold
32
– – ﹤0.01% 778
2021
Q4 		$6K Hold
32
– – ﹤0.01% 765
2021
Q3 		$5K Hold
32
– – ﹤0.01% 762
2021
Q2 		$5K Hold
32
– – ﹤0.01% 712
2021
Q1 		$4K Hold
32
– – ﹤0.01% 710
2020
Q4 		$4K Buy
+32
New +$4.18K ﹤0.01% 708

Other funds holding WING

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BerganKDV Wealth Management's WING Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of Wingstop (WING) in Q3 2022, closing a stake of 32 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in WING in Q4 2020 and held it in 7 quarters. The position peaked at $6K in Q4 2021. 295 funds tracked by Wall St. Rank hold WING as of Q3 2022.

  • BerganKDV Wealth Management reported no remaining Wingstop position as of Q3 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 32 Wingstop shares in Q3 2022, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in Wingstop in Q4 2020 and held it in 7 quarters.
  • BerganKDV Wealth Management's Wingstop position peaked at $6K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held Wingstop as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.