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AM Squared’s Wendy's WEN Stock Holding History

AM Squared’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 		$49.1K Buy
+2,800
New +$47.7K 0.11% 62

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AM Squared's WEN Position: Q3 2024 in Review

AM Squared opened a new position in Wendy's (WEN) in Q3 2024: 2,800 shares worth $49.1K. The stake represents 0.11% of the portfolio and ranks #62 among its holdings.

393 funds tracked by Wall St. Rank hold WEN as of Q3 2024.

  • AM Squared held 2,800 shares of Wendy's worth $49.1K as of Q3 2024.
  • Wendy's was a new AM Squared position in Q3 2024.
  • Wendy's made up 0.11% of AM Squared's portfolio in Q3 2024, its #62 holding.
  • 393 funds tracked by Wall St. Rank held Wendy's as of Q3 2024.

Based on AM Squared's 13F filing for Q3 2024, filed 7 Nov 2024.