AG
WEN icon

Algert Global’s Wendy's WEN Stock Holding History

Algert Global’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
Q3 		– Sell
-17,599
Closed -$298K – 1612
2024
Q2 		$298K Buy
+17,599
New +$320K 0.01% 1124
2023
Q2 		– Sell
-53,497
Closed -$1.17M – 1285
2023
Q1 		$1.17M Buy
+53,497
New +$1.18M 0.06% 588
2022
Q3 		– Sell
-48,110
Closed -$908K – 1352
2022
Q2 		$908K Buy
+48,110
New +$912K 0.07% 528
2022
Q1 		– Sell
-29,011
Closed -$692K – 1320
2021
Q4 		$692K Sell
29,011
-3,735
-11% -$83.1K 0.09% 418
2021
Q3 		$710K Buy
+32,746
New +$746K 0.09% 389

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return