Bedel Financial Consulting’s Wendy's WEN Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-4,252	Closed	-$93K	–	918
2022 Q1	$93K	Hold	4,252	–	–	0.03%	288
2021 Q4	$101K	Hold	4,252	–	–	0.03%	282
2021 Q3	$92K	Hold	4,252	–	–	0.03%	289
2021 Q2	$100K	Hold	4,252	–	–	0.03%	272
2021 Q1	$86K	Buy	4,252 +4,250	+212,500%	+$88.3K	0.03%	286
2020 Q4	$0	Sell	2 -4	-67%	-$91	﹤0.01%	882
2020 Q3	$0	Hold	6	–	–	﹤0.01%	862
2020 Q2	$0	Hold	6	–	–	﹤0.01%	932
2020 Q1	$0	Buy	6 +1	+20%	+$20	﹤0.01%	922
2019 Q4	$0	Hold	5	–	–	﹤0.01%	790
2019 Q3	$0	Hold	5	–	–	﹤0.01%	773
2019 Q2	$0	Hold	5	–	–	﹤0.01%	751
2019 Q1	$0	Hold	5	–	–	﹤0.01%	726
2018 Q4	$0	Hold	5	–	–	﹤0.01%	719
2018 Q3	$0	Hold	5	–	–	﹤0.01%	725
2018 Q2	$0	Hold	5	–	–	﹤0.01%	724
2018 Q1	$0	Buy	+5	New	+$83	﹤0.01%	695

Other funds holding WEN

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

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

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

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

Janus Henderson Group

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return