JWM
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Janiczek Wealth Management’s Cheesecake Factory CAKE Stock Holding History

Janiczek 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
Q3 		– Sell
-146
Closed -$3K – 651
2020
Q2 		$3K Buy
+146
New +$3.07K ﹤0.01% 234

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State Street
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Janiczek Wealth Management's CAKE Position: Q3 2020 in Review

Janiczek Wealth Management sold out of Cheesecake Factory (CAKE) in Q3 2020, closing a stake of 146 shares — an estimated $3K sold.

Janiczek Wealth Management first reported a position in CAKE in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 227 funds tracked by Wall St. Rank hold CAKE as of Q3 2020.

  • Janiczek Wealth Management reported no remaining Cheesecake Factory position as of Q3 2020 after selling out during the quarter.
  • Janiczek Wealth Management sold 146 Cheesecake Factory shares in Q3 2020, an estimated $3K.
  • Janiczek Wealth Management first reported a position in Cheesecake Factory in Q2 2020 and held it in 1 quarter.
  • Janiczek Wealth Management's Cheesecake Factory position peaked at $3K in Q2 2020.
  • 227 funds tracked by Wall St. Rank held Cheesecake Factory as of Q3 2020.

Based on Janiczek Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.