SFS
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Sowell Financial Services’s Shake Shack SHAK Stock Holding History

Sowell Financial Services’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
-436
Closed -$46K – 2340
2021
Q1 		$46K Buy
436
+205
+89% +$23.5K ﹤0.01% 1693
2020
Q4 		$20K Buy
231
+180
+353% +$14K ﹤0.01% 1753
2020
Q3 		$3K Buy
51
+26
+104% +$1.51K ﹤0.01% 2157
2020
Q2 		$1K Sell
25
-22
-47% -$1.11K ﹤0.01% 2361
2020
Q1 		$2K Hold
47
– – ﹤0.01% 2118
2019
Q4 		$3K Buy
47
+22
+88% +$1.58K ﹤0.01% 2100
2019
Q3 		$2K Buy
+25
New +$2.21K ﹤0.01% 2129

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1WCM
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Select Equity Group
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Amundi
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return