Advisors Preferred’s Wendy's WEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-22,637
Closed -$504K 262
2023
Q1
$504K Buy
+22,637
New +$497K 0.17% 53
2014
Q3
Sell
-1,257
Closed -$10.7K 379
2014
Q2
$10.7K Buy
+1,257
New +$10.6K 0.01% 292

Other funds holding WEN

Advisors Preferred's WEN Position: Q2 2023 in Review

Advisors Preferred sold out of Wendy's (WEN) in Q2 2023, closing a stake of 22,637 shares — an estimated $504K sold.

Advisors Preferred first reported a position in WEN in Q2 2014 and held it in 2 quarters. The position peaked at $504K in Q1 2023. 358 funds tracked by Wall St. Rank hold WEN as of Q2 2023.

  • Advisors Preferred reported no remaining Wendy's position as of Q2 2023 after selling out during the quarter.
  • Advisors Preferred sold 22,637 Wendy's shares in Q2 2023, an estimated $504K.
  • Advisors Preferred first reported a position in Wendy's in Q2 2014 and held it in 2 quarters.
  • Advisors Preferred's Wendy's position peaked at $504K in Q1 2023.
  • 358 funds tracked by Wall St. Rank held Wendy's as of Q2 2023.

Based on Advisors Preferred's 13F filing for Q2 2023, filed 4 Aug 2023.