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FSC Wealth Advisors’s Shake Shack SHAK Stock Holding History

FSC Wealth Advisors’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
2024
Q2 		– Sell
-471
Closed -$49K – 306
2024
Q1 		$49K Buy
+471
New +$41.2K 0.03% 105

Other funds holding SHAK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

FSC Wealth Advisors's SHAK Position: Q2 2024 in Review

FSC Wealth Advisors sold out of Shake Shack (SHAK) in Q2 2024, closing a stake of 471 shares — an estimated $49K sold.

FSC Wealth Advisors first reported a position in SHAK in Q1 2024 and held it in 1 quarter. The position peaked at $49K in Q1 2024. 341 funds tracked by Wall St. Rank hold SHAK as of Q2 2024.

  • FSC Wealth Advisors reported no remaining Shake Shack position as of Q2 2024 after selling out during the quarter.
  • FSC Wealth Advisors sold 471 Shake Shack shares in Q2 2024, an estimated $49K.
  • FSC Wealth Advisors first reported a position in Shake Shack in Q1 2024 and held it in 1 quarter.
  • FSC Wealth Advisors's Shake Shack position peaked at $49K in Q1 2024.
  • 341 funds tracked by Wall St. Rank held Shake Shack as of Q2 2024.

Based on FSC Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.