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Buckingham Strategic Wealth’s Wendy's WEN Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$171K Buy
+10,089
New +$183K ﹤0.01% 720
2016
Q2 		– Sell
-15,802
Closed -$172K – 262
2016
Q1 		$172K Buy
+15,802
New +$157K 0.06% 221

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Buckingham Strategic Wealth's WEN Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in Wendy's (WEN) in Q2 2024: 10,089 shares worth $171K. The stake represents ﹤0.01% of the portfolio and ranks #720 among its holdings. This is a return to the name: Buckingham Strategic Wealth previously reported a position in WEN as recently as Q1 2016.

Buckingham Strategic Wealth first reported a position in WEN in Q1 2016 and has held it in 2 quarters since. The position peaked at $172K in Q1 2016. 388 funds tracked by Wall St. Rank hold WEN as of Q2 2024.

  • Buckingham Strategic Wealth held 10,089 shares of Wendy's worth $171K as of Q2 2024.
  • Wendy's was a new Buckingham Strategic Wealth position in Q2 2024.
  • Wendy's made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #720 holding.
  • Buckingham Strategic Wealth first reported a position in Wendy's in Q1 2016 and has held it in 2 quarters since.
  • Buckingham Strategic Wealth's Wendy's position peaked at $172K in Q1 2016.
  • 388 funds tracked by Wall St. Rank held Wendy's as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.