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 $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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase

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

Allspring Global Investments

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

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