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Ellevest Inc’s Wendy's WEN Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-34
Closed -$769 – 2075
2022
Q4 		$769 Hold
34
– – ﹤0.01% 1559
2022
Q3 		$1K Hold
34
– – ﹤0.01% 1534
2022
Q2 		$1K Hold
34
– – ﹤0.01% 1337
2022
Q1 		$1K Hold
34
– – ﹤0.01% 1353
2021
Q4 		$1K Sell
34
-2,073
-98% -$46.1K ﹤0.01% 1343
2021
Q3 		$46K Buy
2,107
+1,760
+507% +$40.1K ﹤0.01% 506
2021
Q2 		$8K Buy
347
+176
+103% +$4.04K ﹤0.01% 817
2021
Q1 		$3K Buy
171
+14
+9% +$291 ﹤0.01% 1018
2020
Q4 		$3K Buy
157
+95
+153% +$2.16K ﹤0.01% 940
2020
Q3 		$1K Buy
62
+6
+11% +$132 ﹤0.01% 1078
2020
Q2 		$1K Buy
56
+22
+65% +$437 ﹤0.01% 1074
2020
Q1 		$1K Buy
+34
New +$669 ﹤0.01% 1002

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Harris Associates
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Allspring Global Investments
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State Street
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Charles Schwab
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