Wipfli Financial Advisors’s Cheesecake Factory CAKE Stock Holding History

Wipfli Financial 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
2022 Q3	$43K	Buy	+1,457	New	+$44.2K	﹤0.01%	1158

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

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

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 $3.38T AUM 44.17% 1-Year Est. Return

Fred Alger Management New York $30B AUM 76.99% 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

Wipfli Financial Advisors's CAKE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Cheesecake Factory (CAKE) in Q3 2022: 1,457 shares worth $43K. The stake represents ﹤0.01% of the portfolio and ranks #1158 among its holdings.

222 funds tracked by Wall St. Rank hold CAKE as of Q3 2022.

Wipfli Financial Advisors held 1,457 shares of Cheesecake Factory worth $43K as of Q3 2022.
Cheesecake Factory was a new Wipfli Financial Advisors position in Q3 2022.
Cheesecake Factory made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1158 holding.
222 funds tracked by Wall St. Rank held Cheesecake Factory as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.