Advisornet Financial’s Wendy's WEN Stock Holding History

Advisornet Financial’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	-41	Closed	-$772	–	2197
2024 Q1	$772	Buy	+41	New	+$771	﹤0.01%	1827
2023 Q2	–	Sell	-47	Closed	-$1.02K	–	2508
2023 Q1	$1.02K	Buy	47 +2	+4%	+$44	﹤0.01%	1874
2022 Q4	$1.02K	Buy	+45	New	+$961	﹤0.01%	1832
2020 Q4	–	Sell	-218	Closed	-$5K	–	1852
2020 Q3	$5K	Hold	218	–	–	﹤0.01%	1441
2020 Q2	$5K	Buy	218 +1	+0.5%	+$20	﹤0.01%	1469
2020 Q1	$3K	Buy	217 +1	+0.5%	+$20	﹤0.01%	1540
2019 Q4	$5K	Sell	216 -499	-70%	-$10.6K	﹤0.01%	1566
2019 Q3	$14K	Buy	715 +500	+233%	+$9.97K	﹤0.01%	1294
2019 Q2	$4K	Buy	215 +1	+0.5%	+$19	﹤0.01%	1441
2019 Q1	$4K	Buy	214 +73	+52%	+$1.24K	﹤0.01%	1356
2018 Q4	$2K	Buy	141 +1	+0.7%	+$17	﹤0.01%	1361
2018 Q3	$2K	Hold	140	–	–	﹤0.01%	1382
2018 Q2	$2K	Buy	140 +1	+0.7%	+$17	﹤0.01%	1406
2018 Q1	$2K	Buy	139 +1	+0.7%	+$17	﹤0.01%	1321
2017 Q4	$2K	Buy	+138	New	+$2.1K	﹤0.01%	1191

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisornet Financial's WEN Position: Q2 2024 in Review

Advisornet Financial sold out of Wendy's (WEN) in Q2 2024, closing a stake of 41 shares — an estimated $772 sold.

Advisornet Financial first reported a position in WEN in Q4 2017 and held it in 15 quarters. The position peaked at $14K in Q3 2019. 388 funds tracked by Wall St. Rank hold WEN as of Q2 2024.

Advisornet Financial reported no remaining Wendy's position as of Q2 2024 after selling out during the quarter.
Advisornet Financial sold 41 Wendy's shares in Q2 2024, an estimated $772.
Advisornet Financial first reported a position in Wendy's in Q4 2017 and held it in 15 quarters.
Advisornet Financial's Wendy's position peaked at $14K in Q3 2019.
388 funds tracked by Wall St. Rank held Wendy's as of Q2 2024.

Based on Advisornet Financial's 13F filing for Q2 2024, filed 16 Jul 2024.