CM Wealth Advisors’s Wingstop WING Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-1,120	Closed	-$223K	–	431
2023 Q1	$223K	Buy	+1,120	New	+$184K	0.04%	355

Other funds holding WING

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CM Wealth Advisors's WING Position: Q2 2023 in Review

CM Wealth Advisors sold out of Wingstop (WING) in Q2 2023, closing a stake of 1,120 shares — an estimated $223K sold.

CM Wealth Advisors first reported a position in WING in Q1 2023 and held it in 1 quarter. The position peaked at $223K in Q1 2023. 360 funds tracked by Wall St. Rank hold WING as of Q2 2023.

CM Wealth Advisors reported no remaining Wingstop position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 1,120 Wingstop shares in Q2 2023, an estimated $223K.
CM Wealth Advisors first reported a position in Wingstop in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Wingstop position peaked at $223K in Q1 2023.
360 funds tracked by Wall St. Rank held Wingstop as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.