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Patriot Financial Group Insurance Agency’s Wingstop WING Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-72
Closed -$5K – 1942
2022
Q2 		$5K Sell
72
-21
-23% -$1.83K ﹤0.01% 1513
2022
Q1 		$11K Sell
93
-35
-27% -$4.96K ﹤0.01% 1334
2021
Q4 		$22K Hold
128
– – ﹤0.01% 1192
2021
Q3 		$21K Buy
128
+21
+20% +$3.56K ﹤0.01% 1201
2021
Q2 		$17K Hold
107
– – ﹤0.01% 1258
2021
Q1 		$14K Hold
107
– – ﹤0.01% 1256
2020
Q4 		$14K Hold
107
– – ﹤0.01% 1119
2020
Q3 		$15K Hold
107
– – ﹤0.01% 906
2020
Q2 		$15K Hold
107
– – 0.01% 841
2020
Q1 		$9K Buy
+107
New +$9.16K ﹤0.01% 901

Other funds holding WING

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WING Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Wingstop (WING) in Q3 2022, closing a stake of 72 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in WING in Q1 2020 and held it in 10 quarters. The position peaked at $22K in Q4 2021. 295 funds tracked by Wall St. Rank hold WING as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Wingstop position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 72 Wingstop shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in Wingstop in Q1 2020 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's Wingstop position peaked at $22K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held Wingstop as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.