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SkyOak Wealth’s Wingstop WING Stock Holding History

SkyOak Wealth’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
2023
Q3 		– Sell
-1,173
Closed -$235K – 259
2023
Q2 		$235K Sell
1,173
-542
-32% -$106K 0.07% 203
2023
Q1 		$315K Buy
1,715
+258
+18% +$42.4K 0.1% 159
2022
Q4 		$201K Buy
+1,457
New +$215K 0.07% 205
2020
Q3 		– Sell
-2,669
Closed -$371K – 248
2020
Q2 		$371K Buy
+2,669
New +$311K 0.14% 158

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SkyOak Wealth's WING Position: Q3 2023 in Review

SkyOak Wealth sold out of Wingstop (WING) in Q3 2023, closing a stake of 1,173 shares — an estimated $235K sold.

SkyOak Wealth first reported a position in WING in Q2 2020 and held it in 4 quarters. The position peaked at $371K in Q2 2020. 332 funds tracked by Wall St. Rank hold WING as of Q3 2023.

  • SkyOak Wealth reported no remaining Wingstop position as of Q3 2023 after selling out during the quarter.
  • SkyOak Wealth sold 1,173 Wingstop shares in Q3 2023, an estimated $235K.
  • SkyOak Wealth first reported a position in Wingstop in Q2 2020 and held it in 4 quarters.
  • SkyOak Wealth's Wingstop position peaked at $371K in Q2 2020.
  • 332 funds tracked by Wall St. Rank held Wingstop as of Q3 2023.

Based on SkyOak Wealth's 13F filing for Q3 2023, filed 24 Oct 2023.