FF
WEN icon

FourThought Financial’s Wendy's WEN Stock Holding History

FourThought Financial’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
Q3 		$21K Hold
1,100
– – ﹤0.01% 852
2022
Q2 		$21K Hold
1,100
– – ﹤0.01% 863
2022
Q1 		$24K Hold
1,100
– – ﹤0.01% 859
2021
Q4 		$26K Hold
1,100
– – ﹤0.01% 866
2021
Q3 		$23K Hold
1,100
– – ﹤0.01% 922
2021
Q2 		$25K Hold
1,100
– – ﹤0.01% 901
2021
Q1 		$22K Hold
1,100
– – ﹤0.01% 888
2020
Q4 		$24K Buy
+1,100
New +$25.1K ﹤0.01% 838

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FourThought Financial's WEN Position: Q3 2022 in Review

FourThought Financial held its Wendy's (WEN) position steady in Q3 2022 at 1,100 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

FourThought Financial first reported a position in WEN in Q4 2020 and has held it in 8 quarters since. The position peaked at $26K in Q4 2021. 336 funds tracked by Wall St. Rank hold WEN as of Q3 2022.

  • FourThought Financial held 1,100 shares of Wendy's worth $21K as of Q3 2022.
  • FourThought Financial left its Wendy's share count unchanged in Q3 2022.
  • Wendy's made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #852 holding.
  • FourThought Financial first reported a position in Wendy's in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Wendy's position peaked at $26K in Q4 2021.
  • 336 funds tracked by Wall St. Rank held Wendy's as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.