Atlas Capital Advisors’s Wendy's WEN Stock Holding History

Atlas Capital Advisors’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
2022 Q3	–	Sell	-330	Closed	-$6.23K	–	1012
2022 Q2	$6.23K	Hold	330	–	–	﹤0.01%	824
2022 Q1	$7.25K	Hold	330	–	–	﹤0.01%	752
2021 Q4	$7.87K	Hold	330	–	–	﹤0.01%	747
2021 Q3	$7.15K	Hold	330	–	–	﹤0.01%	770
2021 Q2	$7.73K	Hold	330	–	–	﹤0.01%	778
2021 Q1	$6.68K	Buy	+330	New	+$6.85K	﹤0.01%	727

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Atlas Capital Advisors's WEN Position: Q3 2022 in Review

Atlas Capital Advisors sold out of Wendy's (WEN) in Q3 2022, closing a stake of 330 shares — an estimated $6.23K sold.

Atlas Capital Advisors first reported a position in WEN in Q1 2021 and held it in 6 quarters. The position peaked at $7.87K in Q4 2021. 336 funds tracked by Wall St. Rank hold WEN as of Q3 2022.

Atlas Capital Advisors reported no remaining Wendy's position as of Q3 2022 after selling out during the quarter.
Atlas Capital Advisors sold 330 Wendy's shares in Q3 2022, an estimated $6.23K.
Atlas Capital Advisors first reported a position in Wendy's in Q1 2021 and held it in 6 quarters.
Atlas Capital Advisors's Wendy's position peaked at $7.87K in Q4 2021.
336 funds tracked by Wall St. Rank held Wendy's as of Q3 2022.

Based on Atlas Capital Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.