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Daiwa Securities Group’s
Wendy's
WEN
Stock Holding History
Daiwa Securities Group’s Portfolio
WEN Stock Details
WEN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-40,050
Closed
-$817K
–
1399
2023
Q3
$817K
Buy
40,050
+3,230
+9%
+$67.5K
0.01%
723
2023
Q2
$801K
Sell
36,820
-2,135
-5%
-$47.6K
0.01%
713
2023
Q1
$848K
Sell
38,955
-1,495
-4%
-$32.8K
0.01%
695
2022
Q4
$915K
Sell
40,450
-26,110
-39%
-$558K
0.01%
674
2022
Q3
$1.24M
Sell
66,560
-4,925
-7%
-$99.2K
0.01%
575
2022
Q2
$1.35M
Buy
71,485
+11,165
+19%
+$212K
0.01%
564
2022
Q1
$1.32M
Buy
60,320
+2,895
+5%
+$65.2K
0.01%
614
2021
Q4
$1.37M
Buy
+57,425
New
+$1.28M
0.01%
612
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TFM
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1-Year Est. Return
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$5.7T AUM
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1-Year Est. Return
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1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Allspring Global Investments
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$59.7B AUM
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Harris Associates
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$74.9B AUM
11.27%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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