Sutton Wealth Advisors’s Cheesecake Factory CAKE Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-318	Closed	-$10.1K	–	920
2022 Q4	$10.1K	Hold	318	–	–	﹤0.01%	940
2022 Q3	$9.31K	Buy	318 +56	+21%	+$1.7K	﹤0.01%	909
2022 Q2	$6.92K	Sell	262 -459	-64%	-$15.3K	﹤0.01%	1004
2022 Q1	$28.7K	Buy	721 +495	+219%	+$18.9K	0.01%	588
2021 Q4	$8.85K	Sell	226 -207	-48%	-$8.72K	﹤0.01%	973
2021 Q3	$20.4K	Buy	433 +23	+6%	+$1.08K	0.01%	690
2021 Q2	$22.2K	Buy	410 +198	+93%	+$11.4K	0.01%	673
2021 Q1	$12.4K	Hold	212	–	–	﹤0.01%	812
2020 Q4	$7.86K	Hold	212	–	–	﹤0.01%	880
2020 Q3	$5.88K	Hold	212	–	–	﹤0.01%	875
2020 Q2	$4.86K	Buy	+212	New	+$4.46K	﹤0.01%	902

Other funds holding CAKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sutton Wealth Advisors's CAKE Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Cheesecake Factory (CAKE) in Q1 2023, closing a stake of 318 shares — an estimated $10.1K sold.

Sutton Wealth Advisors first reported a position in CAKE in Q2 2020 and held it in 11 quarters. The position peaked at $28.7K in Q1 2022. 236 funds tracked by Wall St. Rank hold CAKE as of Q1 2023.

Sutton Wealth Advisors reported no remaining Cheesecake Factory position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 318 Cheesecake Factory shares in Q1 2023, an estimated $10.1K.
Sutton Wealth Advisors first reported a position in Cheesecake Factory in Q2 2020 and held it in 11 quarters.
Sutton Wealth Advisors's Cheesecake Factory position peaked at $28.7K in Q1 2022.
236 funds tracked by Wall St. Rank held Cheesecake Factory as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.