BerganKDV Wealth Management’s Wendy's WEN Stock Holding History

BerganKDV Wealth 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
2022 Q1	–	Sell	-195	Closed	-$5K	–	1113
2021 Q4	$5K	Buy	+195	New	+$4.34K	﹤0.01%	790

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

BerganKDV Wealth Management's WEN Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Wendy's (WEN) in Q1 2022, closing a stake of 195 shares — an estimated $5K sold.

BerganKDV Wealth Management first reported a position in WEN in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 357 funds tracked by Wall St. Rank hold WEN as of Q1 2022.

BerganKDV Wealth Management reported no remaining Wendy's position as of Q1 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 195 Wendy's shares in Q1 2022, an estimated $5K.
BerganKDV Wealth Management first reported a position in Wendy's in Q4 2021 and held it in 1 quarter.
BerganKDV Wealth Management's Wendy's position peaked at $5K in Q4 2021.
357 funds tracked by Wall St. Rank held Wendy's as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.