First National Bank of South Miami’s Wendy's WEN Stock Holding History

First National Bank of South Miami’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 Q2	–	Sell	-535	Closed	-$12K	–	352
2022 Q1	$12K	Sell	535 -880	-62%	-$19.8K	0.01%	281
2021 Q4	$34K	Sell	1,415 -998	-41%	-$22.2K	0.02%	243
2021 Q3	$52K	Buy	+2,413	New	+$55K	0.03%	212

Other funds holding WEN

TFM

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 $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 $75B AUM 11.27% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

First National Bank of South Miami's WEN Position: Q2 2022 in Review

First National Bank of South Miami sold out of Wendy's (WEN) in Q2 2022, closing a stake of 535 shares — an estimated $12K sold.

First National Bank of South Miami first reported a position in WEN in Q3 2021 and held it in 3 quarters. The position peaked at $52K in Q3 2021. 340 funds tracked by Wall St. Rank hold WEN as of Q2 2022.

First National Bank of South Miami reported no remaining Wendy's position as of Q2 2022 after selling out during the quarter.
First National Bank of South Miami sold 535 Wendy's shares in Q2 2022, an estimated $12K.
First National Bank of South Miami first reported a position in Wendy's in Q3 2021 and held it in 3 quarters.
First National Bank of South Miami's Wendy's position peaked at $52K in Q3 2021.
340 funds tracked by Wall St. Rank held Wendy's as of Q2 2022.

Based on First National Bank of South Miami's 13F filing for Q2 2022, filed 13 Jul 2022.