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Comprehensive Financial Consultants Institutional’s Wendy's WEN Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022
Q1 		– Sell
-3,174
Closed -$72K – 500
2021
Q4 		$72K Buy
+3,174
New +$70.6K 0.05% 213

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's WEN Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Wendy's (WEN) in Q1 2022, closing a stake of 3,174 shares — an estimated $72K sold.

Comprehensive Financial Consultants Institutional first reported a position in WEN in Q4 2021 and held it in 1 quarter. The position peaked at $72K in Q4 2021. 357 funds tracked by Wall St. Rank hold WEN as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Wendy's position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 3,174 Wendy's shares in Q1 2022, an estimated $72K.
  • Comprehensive Financial Consultants Institutional first reported a position in Wendy's in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Wendy's position peaked at $72K in Q4 2021.
  • 357 funds tracked by Wall St. Rank held Wendy's as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.