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Synergy Financial Group’s Wingstop WING Stock Holding History

Synergy Financial Group’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
2024
Q1 		– Sell
-832
Closed -$214K – 91
2023
Q4 		$214K Buy
+832
New +$180K 0.26% 84
2022
Q1 		– Sell
-1,213
Closed -$210K – 103
2021
Q4 		$210K Buy
+1,213
New +$203K 0.19% 102

Other funds holding WING

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Synergy Financial Group's WING Position: Q1 2024 in Review

Synergy Financial Group sold out of Wingstop (WING) in Q1 2024, closing a stake of 832 shares — an estimated $214K sold.

Synergy Financial Group first reported a position in WING in Q4 2021 and held it in 2 quarters. The position peaked at $214K in Q4 2023. 428 funds tracked by Wall St. Rank hold WING as of Q1 2024.

  • Synergy Financial Group reported no remaining Wingstop position as of Q1 2024 after selling out during the quarter.
  • Synergy Financial Group sold 832 Wingstop shares in Q1 2024, an estimated $214K.
  • Synergy Financial Group first reported a position in Wingstop in Q4 2021 and held it in 2 quarters.
  • Synergy Financial Group's Wingstop position peaked at $214K in Q4 2023.
  • 428 funds tracked by Wall St. Rank held Wingstop as of Q1 2024.

Based on Synergy Financial Group's 13F filing for Q1 2024, filed 15 May 2024.