World Investment Advisors
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World Investment Advisors’s Shake Shack SHAK Stock Holding History

World Investment 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
2024
Q4 		– Sell
-2,417
Closed -$249K – 1039
2024
Q3 		$249K Buy
+2,417
New +$233K 0.01% 803

Other funds holding SHAK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1WCM
12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

World Investment Advisors's SHAK Position: Q4 2024 in Review

World Investment Advisors sold out of Shake Shack (SHAK) in Q4 2024, closing a stake of 2,417 shares — an estimated $249K sold.

World Investment Advisors first reported a position in SHAK in Q3 2024 and held it in 1 quarter. The position peaked at $249K in Q3 2024. 371 funds tracked by Wall St. Rank hold SHAK as of Q4 2024.

  • World Investment Advisors reported no remaining Shake Shack position as of Q4 2024 after selling out during the quarter.
  • World Investment Advisors sold 2,417 Shake Shack shares in Q4 2024, an estimated $249K.
  • World Investment Advisors first reported a position in Shake Shack in Q3 2024 and held it in 1 quarter.
  • World Investment Advisors's Shake Shack position peaked at $249K in Q3 2024.
  • 371 funds tracked by Wall St. Rank held Shake Shack as of Q4 2024.

Based on World Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.