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

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bedel Financial Consulting's WEN Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Wendy's (WEN) in Q2 2022, closing a stake of 4,252 shares — an estimated $93K sold.

Bedel Financial Consulting first reported a position in WEN in Q1 2018 and held it in 17 quarters. The position peaked at $101K in Q4 2021. 339 funds tracked by Wall St. Rank hold WEN as of Q2 2022.

Bedel Financial Consulting reported no remaining Wendy's position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 4,252 Wendy's shares in Q2 2022, an estimated $93K.
Bedel Financial Consulting first reported a position in Wendy's in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Wendy's position peaked at $101K in Q4 2021.
339 funds tracked by Wall St. Rank held Wendy's as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.