Carolina Wealth Advisors’s Wendy's WEN Stock Holding History

Carolina Wealth 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
2023 Q3	–	Sell	-1,065	Closed	-$23.2K	–	288
2023 Q2	$23.2K	Buy	+1,065	New	+$23.7K	0.01%	124

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Carolina Wealth Advisors's WEN Position: Q3 2023 in Review

Carolina Wealth Advisors sold out of Wendy's (WEN) in Q3 2023, closing a stake of 1,065 shares — an estimated $23.2K sold.

Carolina Wealth Advisors first reported a position in WEN in Q2 2023 and held it in 1 quarter. The position peaked at $23.2K in Q2 2023. 349 funds tracked by Wall St. Rank hold WEN as of Q3 2023.

Carolina Wealth Advisors reported no remaining Wendy's position as of Q3 2023 after selling out during the quarter.
Carolina Wealth Advisors sold 1,065 Wendy's shares in Q3 2023, an estimated $23.2K.
Carolina Wealth Advisors first reported a position in Wendy's in Q2 2023 and held it in 1 quarter.
Carolina Wealth Advisors's Wendy's position peaked at $23.2K in Q2 2023.
349 funds tracked by Wall St. Rank held Wendy's as of Q3 2023.

Based on Carolina Wealth Advisors's 13F filing for Q3 2023, filed 17 Oct 2023.