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Beacon Financial Advisory’s Wendy's WEN Stock Holding History

Beacon Financial Advisory’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
-18,559
Closed -$350K – 224
2022
Q2 		$350K Hold
18,559
– – 0.2% 147
2022
Q1 		$408K Hold
18,559
– – 0.19% 146
2021
Q4 		$443K Hold
18,559
– – 0.2% 141
2021
Q3 		$402K Hold
18,559
– – 0.21% 142
2021
Q2 		$435K Sell
18,559
-3,303
-15% -$75.8K 0.23% 136
2021
Q1 		$443K Buy
21,862
+1,632
+8% +$33.9K 0.25% 126
2020
Q4 		$443K Hold
20,230
– – 0.29% 109
2020
Q3 		$451K Hold
20,230
– – 0.39% 82
2020
Q2 		$440K Hold
20,230
– – 0.48% 62
2020
Q1 		$301K Hold
20,230
– – 0.38% 92
2019
Q4 		$449K Buy
+20,230
New +$429K 0.38% 80

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return