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Forum Financial Management’s Wendy's WEN Stock Holding History

Forum Financial 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
2023
Q1 		– Sell
-9,011
Closed -$204K – 643
2022
Q4 		$204K Buy
+9,011
New +$192K 0.01% 541
2022
Q1 		– Sell
-8,991
Closed -$214K – 680
2021
Q4 		$214K Buy
+8,991
New +$200K 0.01% 587

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forum Financial Management's WEN Position: Q1 2023 in Review

Forum Financial Management sold out of Wendy's (WEN) in Q1 2023, closing a stake of 9,011 shares — an estimated $204K sold.

Forum Financial Management first reported a position in WEN in Q4 2021 and held it in 2 quarters. The position peaked at $214K in Q4 2021. 342 funds tracked by Wall St. Rank hold WEN as of Q1 2023.

  • Forum Financial Management reported no remaining Wendy's position as of Q1 2023 after selling out during the quarter.
  • Forum Financial Management sold 9,011 Wendy's shares in Q1 2023, an estimated $204K.
  • Forum Financial Management first reported a position in Wendy's in Q4 2021 and held it in 2 quarters.
  • Forum Financial Management's Wendy's position peaked at $214K in Q4 2021.
  • 342 funds tracked by Wall St. Rank held Wendy's as of Q1 2023.

Based on Forum Financial Management's 13F filing for Q1 2023, filed 19 Apr 2023.