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Ahrens Investment Partners’s Wendy's WEN Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$26.7K Buy
+1,225
New +$26.9K 0.01% 421
2022
Q3 		– Sell
-1,225
Closed -$23K – 916
2022
Q2 		$23K Hold
1,225
– – 0.01% 475
2022
Q1 		$27K Hold
1,225
– – 0.01% 534
2021
Q4 		$29K Buy
+1,225
New +$27.2K 0.01% 508

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JP Morgan Chase
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Harris Associates
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ahrens Investment Partners's WEN Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Wendy's (WEN) in Q1 2023: 1,225 shares worth $26.7K. The stake represents 0.01% of the portfolio and ranks #421 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in WEN as recently as Q2 2022.

Ahrens Investment Partners first reported a position in WEN in Q4 2021 and has held it in 4 quarters since. The position peaked at $29K in Q4 2021. 341 funds tracked by Wall St. Rank hold WEN as of Q1 2023.

  • Ahrens Investment Partners held 1,225 shares of Wendy's worth $26.7K as of Q1 2023.
  • Wendy's was a new Ahrens Investment Partners position in Q1 2023.
  • Wendy's made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #421 holding.
  • Ahrens Investment Partners first reported a position in Wendy's in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Wendy's position peaked at $29K in Q4 2021.
  • 341 funds tracked by Wall St. Rank held Wendy's as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.