Fortis Capital Advisors’s Wendy's WEN Stock Holding History

Fortis Capital Advisors’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 Q2	–	Sell	-125	Closed	-$2.72K	–	624
2023 Q1	$2.72K	Buy	+125	New	+$2.75K	﹤0.01%	550

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fortis Capital Advisors's WEN Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Wendy's (WEN) in Q2 2023, closing a stake of 125 shares — an estimated $2.72K sold.

Fortis Capital Advisors first reported a position in WEN in Q1 2023 and held it in 1 quarter. The position peaked at $2.72K in Q1 2023. 358 funds tracked by Wall St. Rank hold WEN as of Q2 2023.

Fortis Capital Advisors reported no remaining Wendy's position as of Q2 2023 after selling out during the quarter.
Fortis Capital Advisors sold 125 Wendy's shares in Q2 2023, an estimated $2.72K.
Fortis Capital Advisors first reported a position in Wendy's in Q1 2023 and held it in 1 quarter.
Fortis Capital Advisors's Wendy's position peaked at $2.72K in Q1 2023.
358 funds tracked by Wall St. Rank held Wendy's as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.