Focused Wealth Management’s Wendy's WEN Stock Holding History

Focused Wealth Management’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 Q4	–	Sell	-16,000	Closed	-$1K	–	1180
2022 Q3	$1K	Buy	+16,000	New	+$322K	﹤0.01%	914

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Focused Wealth Management's WEN Position: Q2 2022 in Review

Focused Wealth Management sold out of Wendy's (WEN) in Q2 2022, closing a stake of 86 shares — an estimated $2K sold.

Focused Wealth Management first reported a position in WEN in Q3 2013 and held it in 32 quarters. The position peaked at $37K in Q3 2020. 339 funds tracked by Wall St. Rank hold WEN as of Q2 2022.

Focused Wealth Management reported no remaining Wendy's position as of Q2 2022 after selling out during the quarter.
Focused Wealth Management sold 86 Wendy's shares in Q2 2022, an estimated $2K.
Focused Wealth Management first reported a position in Wendy's in Q3 2013 and held it in 32 quarters.
Focused Wealth Management's Wendy's position peaked at $37K in Q3 2020.
339 funds tracked by Wall St. Rank held Wendy's as of Q2 2022.

Based on Focused Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.