ARS Wealth Advisors Group’s Wendy's WEN Stock Holding History

ARS Wealth Advisors Group’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 Q3	–	Sell	-9,348	Closed	-$203K	–	155
2023 Q2	$203K	Hold	9,348	–	–	0.03%	136
2023 Q1	$204K	Hold	9,348	–	–	0.04%	116
2022 Q4	$212K	Buy	+9,348	New	+$200K	0.03%	129
2022 Q3	–	Sell	-10,586	Closed	-$200K	–	169
2022 Q2	$200K	Hold	10,586	–	–	0.03%	152
2022 Q1	$233K	Sell	10,586 -1	-0%	-$23	0.04%	116
2021 Q4	$253K	Hold	10,587	–	–	0.04%	124
2021 Q3	$230K	Buy	+10,587	New	+$241K	0.04%	119

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ARS Wealth Advisors Group's WEN Position: Q3 2023 in Review

ARS Wealth Advisors Group sold out of Wendy's (WEN) in Q3 2023, closing a stake of 9,348 shares — an estimated $203K sold.

ARS Wealth Advisors Group first reported a position in WEN in Q3 2021 and held it in 7 quarters. The position peaked at $253K in Q4 2021. 349 funds tracked by Wall St. Rank hold WEN as of Q3 2023.

ARS Wealth Advisors Group reported no remaining Wendy's position as of Q3 2023 after selling out during the quarter.
ARS Wealth Advisors Group sold 9,348 Wendy's shares in Q3 2023, an estimated $203K.
ARS Wealth Advisors Group first reported a position in Wendy's in Q3 2021 and held it in 7 quarters.
ARS Wealth Advisors Group's Wendy's position peaked at $253K in Q4 2021.
349 funds tracked by Wall St. Rank held Wendy's as of Q3 2023.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2023, filed 26 Oct 2023.