Column Capital Advisors’s Wendy's WEN Stock Holding History

Column Capital 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	$9.22K	Hold	452	–	–	﹤0.01%	529
2023 Q2	$9.83K	Hold	452	–	–	﹤0.01%	540
2023 Q1	$9.85K	Hold	452	–	–	﹤0.01%	558
2022 Q4	$10.2K	Hold	452	–	–	﹤0.01%	519
2022 Q3	$8K	Hold	452	–	–	﹤0.01%	503
2022 Q2	$9K	Hold	452	–	–	﹤0.01%	501
2022 Q1	$10K	Hold	452	–	–	﹤0.01%	508
2021 Q4	$11K	Hold	452	–	–	﹤0.01%	504
2021 Q3	$10K	Hold	452	–	–	﹤0.01%	476
2021 Q2	$11K	Hold	452	–	–	﹤0.01%	472
2021 Q1	$9K	Hold	452	–	–	﹤0.01%	482
2020 Q4	$10K	Hold	452	–	–	﹤0.01%	472
2020 Q3	$10K	Hold	452	–	–	﹤0.01%	443
2020 Q2	$9K	Buy	+452	New	+$8.98K	﹤0.01%	493

Other funds holding WEN

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Column Capital Advisors's WEN Position: Q3 2023 in Review

Column Capital Advisors held its Wendy's (WEN) position steady in Q3 2023 at 452 shares worth $9.22K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Column Capital Advisors first reported a position in WEN in Q2 2020 and has held it in 14 quarters since. The position peaked at $11K in Q4 2021. 349 funds tracked by Wall St. Rank hold WEN as of Q3 2023.

Column Capital Advisors held 452 shares of Wendy's worth $9.22K as of Q3 2023.
Column Capital Advisors left its Wendy's share count unchanged in Q3 2023.
Wendy's made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #529 holding.
Column Capital Advisors first reported a position in Wendy's in Q2 2020 and has held it in 14 quarters since.
Column Capital Advisors's Wendy's position peaked at $11K in Q4 2021.
349 funds tracked by Wall St. Rank held Wendy's as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.