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Castle Wealth Management’s Wingstop WING Stock Holding History

Castle 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
Q4 		– Sell
-606
Closed -$76K – 638
2022
Q3 		$76K Hold
606
– – 0.05% 174
2022
Q2 		$45K Buy
+606
New +$52.8K 0.03% 226

Other funds holding WING

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
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
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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Castle Wealth Management's WING Position: Q4 2022 in Review

Castle Wealth Management sold out of Wingstop (WING) in Q4 2022, closing a stake of 606 shares — an estimated $76K sold.

Castle Wealth Management first reported a position in WING in Q2 2022 and held it in 2 quarters. The position peaked at $76K in Q3 2022. 325 funds tracked by Wall St. Rank hold WING as of Q4 2022.

  • Castle Wealth Management reported no remaining Wingstop position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 606 Wingstop shares in Q4 2022, an estimated $76K.
  • Castle Wealth Management first reported a position in Wingstop in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Wingstop position peaked at $76K in Q3 2022.
  • 325 funds tracked by Wall St. Rank held Wingstop as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.