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Abich Financial Wealth Management’s Wendy's WEN Stock Holding History

Abich Financial Wealth Management’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,359
Closed -$44.4K – 885
2024
Q1 		$44.4K Buy
+2,359
New +$44.3K 0.03% 152

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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Abich Financial Wealth Management's WEN Position: Q2 2024 in Review

Abich Financial Wealth Management sold out of Wendy's (WEN) in Q2 2024, closing a stake of 2,359 shares — an estimated $44.4K sold.

Abich Financial Wealth Management first reported a position in WEN in Q1 2024 and held it in 1 quarter. The position peaked at $44.4K in Q1 2024. 388 funds tracked by Wall St. Rank hold WEN as of Q2 2024.

  • Abich Financial Wealth Management reported no remaining Wendy's position as of Q2 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 2,359 Wendy's shares in Q2 2024, an estimated $44.4K.
  • Abich Financial Wealth Management first reported a position in Wendy's in Q1 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Wendy's position peaked at $44.4K in Q1 2024.
  • 388 funds tracked by Wall St. Rank held Wendy's as of Q2 2024.

Based on Abich Financial Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.