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Valeo Financial Advisors’s Wingstop WING Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-10
Closed -$1K – 1831
2021
Q1 		$1K Buy
+10
New +$1.41K ﹤0.01% 1958
2020
Q4 		– Sell
-6
Closed -$1K – 1873
2020
Q3 		$1K Buy
+6
New +$881 ﹤0.01% 1545

Other funds holding WING

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Valeo Financial Advisors's WING Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Wingstop (WING) in Q2 2021, closing a stake of 10 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in WING in Q3 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 280 funds tracked by Wall St. Rank hold WING as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Wingstop position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 10 Wingstop shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Wingstop in Q3 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Wingstop position peaked at $1K in Q1 2021.
  • 280 funds tracked by Wall St. Rank held Wingstop as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.