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Forum Financial Management’s Wingstop WING Stock Holding History

Forum Financial 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
2024
Q4 		– Sell
-652
Closed -$271K – 962
2024
Q3 		$271K Buy
652
+6
+0.9% +$2.33K ﹤0.01% 566
2024
Q2 		$273K Buy
+646
New +$248K ﹤0.01% 520

Other funds holding WING

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Forum Financial Management's WING Position: Q4 2024 in Review

Forum Financial Management sold out of Wingstop (WING) in Q4 2024, closing a stake of 652 shares — an estimated $271K sold.

Forum Financial Management first reported a position in WING in Q2 2024 and held it in 2 quarters. The position peaked at $273K in Q2 2024. 451 funds tracked by Wall St. Rank hold WING as of Q4 2024.

  • Forum Financial Management reported no remaining Wingstop position as of Q4 2024 after selling out during the quarter.
  • Forum Financial Management sold 652 Wingstop shares in Q4 2024, an estimated $271K.
  • Forum Financial Management first reported a position in Wingstop in Q2 2024 and held it in 2 quarters.
  • Forum Financial Management's Wingstop position peaked at $273K in Q2 2024.
  • 451 funds tracked by Wall St. Rank held Wingstop as of Q4 2024.

Based on Forum Financial Management's 13F filing for Q4 2024, filed 13 Feb 2025.