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Harvest Group Wealth Management’s Wingstop WING Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-16
Closed -$2K – 718
2020
Q4 		$2K Sell
16
-6
-27% -$783 ﹤0.01% 395
2020
Q3 		$3K Hold
22
– – ﹤0.01% 313
2020
Q2 		$3K Hold
22
– – ﹤0.01% 287
2020
Q1 		$1K Hold
22
– – ﹤0.01% 450
2019
Q4 		$1K Hold
22
– – ﹤0.01% 897
2019
Q3 		$2K Hold
22
– – ﹤0.01% 781
2019
Q2 		$2K Hold
22
– – ﹤0.01% 616
2019
Q1 		$2K Buy
+22
New +$1.5K ﹤0.01% 695

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
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Harvest Group Wealth Management's WING Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Wingstop (WING) in Q1 2021, closing a stake of 16 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in WING in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q3 2020. 286 funds tracked by Wall St. Rank hold WING as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Wingstop position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 16 Wingstop shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Wingstop in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Wingstop position peaked at $3K in Q3 2020.
  • 286 funds tracked by Wall St. Rank held Wingstop as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.