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Wipfli Financial Advisors’s Shake Shack SHAK Stock Holding History

Wipfli Financial Advisors’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1K Buy
+29
New +$1.39K ﹤0.01% 2491

Other funds holding SHAK

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
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Shake Shack (SHAK) in Q3 2022: 29 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2491 among its holdings.

256 funds tracked by Wall St. Rank hold SHAK as of Q3 2022.

  • Wipfli Financial Advisors held 29 shares of Shake Shack worth $1K as of Q3 2022.
  • Shake Shack was a new Wipfli Financial Advisors position in Q3 2022.
  • Shake Shack made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2491 holding.
  • 256 funds tracked by Wall St. Rank held Shake Shack as of Q3 2022.

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