Harvest Group Wealth Management’s Cheesecake Factory CAKE Stock Holding History

Harvest Group Wealth Management’s Portfolio CAKE Stock Details CAKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-76	Closed	-$2K	–	554
2019 Q4	$2K	Buy	+76	New	+$3.13K	﹤0.01%	579
2019 Q3	–	Sell	-30	Closed	-$1K	–	1027
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	672
2019 Q1	$1K	Buy	+30	New	+$1.38K	﹤0.01%	743

Other funds holding CAKE

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Harvest Group Wealth Management's CAKE Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Cheesecake Factory (CAKE) in Q1 2020, closing a stake of 76 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in CAKE in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 236 funds tracked by Wall St. Rank hold CAKE as of Q1 2020.

Harvest Group Wealth Management reported no remaining Cheesecake Factory position as of Q1 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 76 Cheesecake Factory shares in Q1 2020, an estimated $2K.
Harvest Group Wealth Management first reported a position in Cheesecake Factory in Q1 2019 and held it in 3 quarters.
Harvest Group Wealth Management's Cheesecake Factory position peaked at $2K in Q4 2019.
236 funds tracked by Wall St. Rank held Cheesecake Factory as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.