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Berman Capital Advisors’s Wingstop WING Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$42K Hold
262
– – 0.01% 751
2021
Q2 		$40K Hold
262
– – 0.01% 666
2021
Q1 		$33K Buy
262
+10
+4% +$1.41K 0.01% 626
2020
Q4 		$33K Buy
252
+10
+4% +$1.3K 0.01% 527
2020
Q3 		$33K Hold
242
– – 0.01% 457
2020
Q2 		$33K Hold
242
– – 0.01% 415
2020
Q1 		$19K Buy
+242
New +$20.7K 0.01% 512

Other funds holding WING

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Berman Capital Advisors's WING Position: Q3 2021 in Review

Berman Capital Advisors held its Wingstop (WING) position steady in Q3 2021 at 262 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #751.

Berman Capital Advisors first reported a position in WING in Q1 2020 and has held it in 7 quarters since. 283 funds tracked by Wall St. Rank hold WING as of Q3 2021.

  • Berman Capital Advisors held 262 shares of Wingstop worth $42K as of Q3 2021.
  • Berman Capital Advisors left its Wingstop share count unchanged in Q3 2021.
  • Wingstop made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #751 holding.
  • Berman Capital Advisors first reported a position in Wingstop in Q1 2020 and has held it in 7 quarters since.
  • 283 funds tracked by Wall St. Rank held Wingstop as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.