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ShoreHaven Wealth Partners’s Shake Shack SHAK Stock Holding History

ShoreHaven Wealth Partners’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-130
Closed -$15K – 220
2021
Q1 		$15K Hold
130
– – 0.01% 183
2020
Q4 		$11K Buy
+130
New +$10.1K 0.01% 171

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GGHC
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1WCM
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Invesco
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State Street
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Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ShoreHaven Wealth Partners's SHAK Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Shake Shack (SHAK) in Q2 2021, closing a stake of 130 shares — an estimated $15K sold.

ShoreHaven Wealth Partners first reported a position in SHAK in Q4 2020 and held it in 2 quarters. The position peaked at $15K in Q1 2021. 259 funds tracked by Wall St. Rank hold SHAK as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Shake Shack position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 130 Shake Shack shares in Q2 2021, an estimated $15K.
  • ShoreHaven Wealth Partners first reported a position in Shake Shack in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Shake Shack position peaked at $15K in Q1 2021.
  • 259 funds tracked by Wall St. Rank held Shake Shack as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.