Castle Financial & Retirement Planning Associates’s Wendy's WEN Stock Holding History

Castle Financial & Retirement Planning Associates’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	$4K	Buy	+159	New	+$3.54K	0.01%	145

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

Castle Financial & Retirement Planning Associates's WEN Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Wendy's (WEN) in Q4 2021: 159 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #145 among its holdings.

364 funds tracked by Wall St. Rank hold WEN as of Q4 2021.

Castle Financial & Retirement Planning Associates held 159 shares of Wendy's worth $4K as of Q4 2021.
Wendy's was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Wendy's made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #145 holding.
364 funds tracked by Wall St. Rank held Wendy's as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.