FWM
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Focused Wealth Management’s Wingstop WING Stock Holding History

Focused 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
2023
Q1 		– Sell
-25
Closed -$3.44K – 1177
2022
Q4 		$3.44K Sell
25
-10
-29% -$1.48K ﹤0.01% 721
2022
Q3 		$4K Sell
35
-5
-13% -$598 ﹤0.01% 683
2022
Q2 		$3K Hold
40
– – ﹤0.01% 710
2022
Q1 		$5K Hold
40
– – ﹤0.01% 689
2021
Q4 		$7K Hold
40
– – ﹤0.01% 657
2021
Q3 		$7K Hold
40
– – ﹤0.01% 671
2021
Q2 		$6K Sell
40
-10
-20% -$1.44K ﹤0.01% 702
2021
Q1 		$6K Hold
50
– – ﹤0.01% 695
2020
Q4 		$7K Hold
50
– – ﹤0.01% 620
2020
Q3 		$7K Hold
50
– – ﹤0.01% 562
2020
Q2 		$7K Buy
+50
New +$5.83K ﹤0.01% 544

Other funds holding WING

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return