Fiduciary Planning’s Shake Shack SHAK Stock Holding History

Fiduciary Planning’s Portfolio SHAK Stock Details SHAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-160	Closed	-$18K	–	229
2021 Q1	$18K	Buy	160 +30	+23%	+$3.43K	0.03%	120
2020 Q4	$11K	Hold	130	–	–	0.02%	143
2020 Q3	$8K	Buy	+130	New	+$7.54K	0.01%	120

Other funds holding SHAK

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

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

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

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

1WCM

12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiduciary Planning's SHAK Position: Q2 2021 in Review

Fiduciary Planning sold out of Shake Shack (SHAK) in Q2 2021, closing a stake of 160 shares — an estimated $18K sold.

Fiduciary Planning first reported a position in SHAK in Q3 2020 and held it in 3 quarters. The position peaked at $18K in Q1 2021. 259 funds tracked by Wall St. Rank hold SHAK as of Q2 2021.

Fiduciary Planning reported no remaining Shake Shack position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 160 Shake Shack shares in Q2 2021, an estimated $18K.
Fiduciary Planning first reported a position in Shake Shack in Q3 2020 and held it in 3 quarters.
Fiduciary Planning's Shake Shack position peaked at $18K in Q1 2021.
259 funds tracked by Wall St. Rank held Shake Shack as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.