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

Prestige Wealth Management Group’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
2022 Q3	–	Sell	-87	Closed	-$2K	–	975
2022 Q2	$2K	Hold	87	–	–	﹤0.01%	731
2022 Q1	$3K	Hold	87	–	–	﹤0.01%	700
2021 Q4	$3K	Hold	87	–	–	﹤0.01%	712
2021 Q3	$4K	Hold	87	–	–	﹤0.01%	673
2021 Q2	$5K	Hold	87	–	–	﹤0.01%	610
2021 Q1	$5K	Hold	87	–	–	﹤0.01%	604
2020 Q4	$3K	Buy	+87	New	+$2.98K	﹤0.01%	672
2020 Q2	–	Sell	-17	Closed	–	–	890
2020 Q1	$0	Buy	+17	New	+$573	﹤0.01%	913
2019 Q3	–	Sell	-1,573	Closed	-$69K	–	593
2019 Q2	$69K	Sell	1,573 -22	-1%	-$1.03K	0.04%	175
2019 Q1	$78K	Sell	1,595 -5	-0.3%	-$230	0.05%	162
2018 Q4	$70K	Buy	+1,600	New	+$77.5K	0.05%	165

Other funds holding CAKE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Westfield Capital Management

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return