Better Money Decisions’s Wendy's WEN Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-100	Closed	-$2K	–	449
2022 Q2	$2K	Buy	+100	New	+$1.9K	﹤0.01%	430

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 $298B AUM 21.96% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Better Money Decisions's WEN Position: Q3 2022 in Review

Better Money Decisions sold out of Wendy's (WEN) in Q3 2022, closing a stake of 100 shares — an estimated $2K sold.

Better Money Decisions first reported a position in WEN in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 335 funds tracked by Wall St. Rank hold WEN as of Q3 2022.

Better Money Decisions reported no remaining Wendy's position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 100 Wendy's shares in Q3 2022, an estimated $2K.
Better Money Decisions first reported a position in Wendy's in Q2 2022 and held it in 1 quarter.
Better Money Decisions's Wendy's position peaked at $2K in Q2 2022.
335 funds tracked by Wall St. Rank held Wendy's as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.