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Avantax Advisory Services’s Wendy's WEN Stock Holding History

Avantax Advisory Services’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
Q4 		– Sell
-15,941
Closed -$279K – 2271
2024
Q3 		$279K Buy
15,941
+555
+4% +$9.45K ﹤0.01% 1813
2024
Q2 		$261K Buy
+15,386
New +$280K ﹤0.01% 1791
2020
Q4 		– Sell
-17,871
Closed -$398K – 1360
2020
Q3 		$398K Buy
+17,871
New +$394K 0.01% 893

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avantax Advisory Services's WEN Position: Q4 2024 in Review

Avantax Advisory Services sold out of Wendy's (WEN) in Q4 2024, closing a stake of 15,941 shares — an estimated $279K sold.

Avantax Advisory Services first reported a position in WEN in Q3 2020 and held it in 3 quarters. The position peaked at $398K in Q3 2020. 424 funds tracked by Wall St. Rank hold WEN as of Q4 2024.

  • Avantax Advisory Services reported no remaining Wendy's position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 15,941 Wendy's shares in Q4 2024, an estimated $279K.
  • Avantax Advisory Services first reported a position in Wendy's in Q3 2020 and held it in 3 quarters.
  • Avantax Advisory Services's Wendy's position peaked at $398K in Q3 2020.
  • 424 funds tracked by Wall St. Rank held Wendy's as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.