EWA
WING icon

Exencial Wealth Advisors’s Wingstop WING Stock Holding History

Exencial 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
2022
Q1 		– Sell
-2,459
Closed -$425K – 504
2021
Q4 		$425K Sell
2,459
-314
-11% -$52.6K 0.02% 333
2021
Q3 		$455K Sell
2,773
-1,104
-28% -$187K 0.02% 251
2021
Q2 		$611K Sell
3,877
-1,367
-26% -$197K 0.03% 286
2021
Q1 		$667K Buy
5,244
+1,590
+44% +$224K 0.04% 250
2020
Q4 		$484K Buy
+3,654
New +$477K 0.03% 247

Other funds holding WING

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return