Clear Point Advisors’s Wendy's WEN Stock Holding History

Clear Point 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
2024 Q3	–	Sell	-11	Closed	-$192	–	580
2024 Q2	$192	Hold	11	–	–	﹤0.01%	532
2024 Q1	$210	Hold	11	–	–	﹤0.01%	530
2023 Q4	$214	Buy	+11	New	+$212	﹤0.01%	515

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clear Point Advisors's WEN Position: Q3 2024 in Review

Clear Point Advisors sold out of Wendy's (WEN) in Q3 2024, closing a stake of 11 shares — an estimated $192 sold.

Clear Point Advisors first reported a position in WEN in Q4 2023 and held it in 3 quarters. The position peaked at $214 in Q4 2023. 393 funds tracked by Wall St. Rank hold WEN as of Q3 2024.

Clear Point Advisors reported no remaining Wendy's position as of Q3 2024 after selling out during the quarter.
Clear Point Advisors sold 11 Wendy's shares in Q3 2024, an estimated $192.
Clear Point Advisors first reported a position in Wendy's in Q4 2023 and held it in 3 quarters.
Clear Point Advisors's Wendy's position peaked at $214 in Q4 2023.
393 funds tracked by Wall St. Rank held Wendy's as of Q3 2024.

Based on Clear Point Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.