Delap Wealth Advisory’s Wingstop WING Stock Holding History

Delap Wealth Advisory’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
2024 Q3	–	Sell	-1,120	Closed	-$473K	–	119
2024 Q2	$473K	Buy	+1,120	New	+$430K	0.22%	46

Other funds holding WING

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Delap Wealth Advisory's WING Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Wingstop (WING) in Q3 2024, closing a stake of 1,120 shares — an estimated $473K sold.

Delap Wealth Advisory first reported a position in WING in Q2 2024 and held it in 1 quarter. The position peaked at $473K in Q2 2024. 489 funds tracked by Wall St. Rank hold WING as of Q3 2024.

Delap Wealth Advisory reported no remaining Wingstop position as of Q3 2024 after selling out during the quarter.
Delap Wealth Advisory sold 1,120 Wingstop shares in Q3 2024, an estimated $473K.
Delap Wealth Advisory first reported a position in Wingstop in Q2 2024 and held it in 1 quarter.
Delap Wealth Advisory's Wingstop position peaked at $473K in Q2 2024.
489 funds tracked by Wall St. Rank held Wingstop as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.