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Wealthspire Advisors (Maryland)’s Wingstop WING Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-72
Closed -$5K – 2040
2019
Q1 		$5K Hold
72
– – ﹤0.01% 1857
2018
Q4 		$5K Buy
72
+5
+7% +$327 ﹤0.01% 1762
2018
Q3 		$5K Buy
67
+63
+1,575% +$3.79K ﹤0.01% 1838
2018
Q2 		$0 Hold
4
– – ﹤0.01% 2595
2018
Q1 		$0 Hold
4
– – ﹤0.01% 2659
2017
Q4 		$0 Hold
4
– – ﹤0.01% 2572
2017
Q3 		$0 Buy
+4
New +$130 ﹤0.01% 2481

Other funds holding WING

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FAM
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return