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Anchor Investment Management’s Wendy's WEN Stock Holding History

Anchor Investment Management’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
-200
Closed -$3.77K – 1067
2024
Q1 		$3.77K Hold
200
– – ﹤0.01% 888
2023
Q4 		$3.9K Hold
200
– – ﹤0.01% 837
2023
Q3 		$4.08K Buy
+200
New +$4.18K ﹤0.01% 850

Other funds holding WEN

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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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Anchor Investment Management's WEN Position: Q2 2024 in Review

Anchor Investment Management sold out of Wendy's (WEN) in Q2 2024, closing a stake of 200 shares — an estimated $3.77K sold.

Anchor Investment Management first reported a position in WEN in Q3 2023 and held it in 3 quarters. The position peaked at $4.08K in Q3 2023. 388 funds tracked by Wall St. Rank hold WEN as of Q2 2024.

  • Anchor Investment Management reported no remaining Wendy's position as of Q2 2024 after selling out during the quarter.
  • Anchor Investment Management sold 200 Wendy's shares in Q2 2024, an estimated $3.77K.
  • Anchor Investment Management first reported a position in Wendy's in Q3 2023 and held it in 3 quarters.
  • Anchor Investment Management's Wendy's position peaked at $4.08K in Q3 2023.
  • 388 funds tracked by Wall St. Rank held Wendy's as of Q2 2024.

Based on Anchor Investment Management's 13F filing for Q2 2024, filed 20 Sep 2024.