Berman Capital Advisors’s Wendy's WEN Stock Holding History

Berman Capital Advisors’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
2021 Q3	$3K	Buy	157 +38	+32%	+$866	﹤0.01%	1629
2021 Q2	$2K	Buy	119 +107	+892%	+$2.46K	﹤0.01%	1646
2021 Q1	$0	Hold	12	–	–	﹤0.01%	1930
2020 Q4	$0	Hold	12	–	–	﹤0.01%	1845
2020 Q3	$0	Hold	12	–	–	﹤0.01%	1789
2020 Q2	$0	Hold	12	–	–	﹤0.01%	1845
2020 Q1	$0	Sell	12 -200	-94%	-$3.94K	﹤0.01%	1690
2019 Q4	$4K	Hold	212	–	–	﹤0.01%	1054
2019 Q3	$4K	Hold	212	–	–	﹤0.01%	1032
2019 Q2	$4K	Hold	212	–	–	﹤0.01%	1042
2019 Q1	$3K	Hold	212	–	–	﹤0.01%	1035
2018 Q4	$3K	Buy	+212	New	+$3.61K	﹤0.01%	830

Other funds holding WEN

TFM

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Berman Capital Advisors's WEN Position: Q3 2021 in Review

Berman Capital Advisors increased its Wendy's (WEN) stake by 32% in Q3 2021, buying an estimated $866 and bringing the position to 157 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Berman Capital Advisors first reported a position in WEN in Q4 2018 and has held it in 12 quarters since. The position peaked at $4K in Q4 2019. 350 funds tracked by Wall St. Rank hold WEN as of Q3 2021.

Berman Capital Advisors held 157 shares of Wendy's worth $3K as of Q3 2021.
Berman Capital Advisors bought 38 Wendy's shares in Q3 2021, an estimated $866.
Wendy's made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1629 holding.
Berman Capital Advisors first reported a position in Wendy's in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Wendy's position peaked at $4K in Q4 2019.
350 funds tracked by Wall St. Rank held Wendy's as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.