BAM
WEN icon

Belpointe Asset Management’s Wendy's WEN Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-505
Closed -$11K – 3361
2023
Q1 		$11K Buy
+505
New +$11.1K ﹤0.01% 2667
2022
Q1 		– Sell
-4,598
Closed -$109K – 1318
2021
Q4 		$109K Sell
4,598
-1,800
-28% -$40K 0.01% 1154
2021
Q3 		$138K Buy
6,398
+50
+0.8% +$1.14K 0.01% 1019
2021
Q2 		$149K Buy
6,348
+173
+3% +$3.97K 0.01% 956
2021
Q1 		$125K Sell
6,175
-25
-0.4% -$519 0.01% 923
2020
Q4 		$136K Hold
6,200
– – 0.01% 835
2020
Q3 		$138K Hold
6,200
– – 0.02% 672
2020
Q2 		$135K Buy
+6,200
New +$123K 0.02% 642
2020
Q1 		– Sell
-6,719
Closed -$149K – 801
2019
Q4 		$149K Buy
+6,719
New +$142K 0.02% 636

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return