Capital Analysts LLC’s Wendy's WEN Stock Holding History

Capital Analysts LLC’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 Q4	–	Sell	-836	Closed	-$18K	–	1041
2021 Q3	$18K	Buy	+836	New	+$19.1K	﹤0.01%	718

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Capital Analysts LLC's WEN Position: Q4 2021 in Review

Capital Analysts LLC sold out of Wendy's (WEN) in Q4 2021, closing a stake of 836 shares — an estimated $18K sold.

Capital Analysts LLC first reported a position in WEN in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 363 funds tracked by Wall St. Rank hold WEN as of Q4 2021.

Capital Analysts LLC reported no remaining Wendy's position as of Q4 2021 after selling out during the quarter.
Capital Analysts LLC sold 836 Wendy's shares in Q4 2021, an estimated $18K.
Capital Analysts LLC first reported a position in Wendy's in Q3 2021 and held it in 1 quarter.
Capital Analysts LLC's Wendy's position peaked at $18K in Q3 2021.
363 funds tracked by Wall St. Rank held Wendy's as of Q4 2021.

Based on Capital Analysts LLC's 13F filing for Q4 2021, filed 10 Feb 2022.