Heritage Wealth Management (Arizona)’s Wendy's WEN Stock Holding History

Heritage Wealth Management (Arizona)’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
2021 Q3	$2K	Buy	+74	New	+$1.69K	﹤0.01%	835

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 $5.72T AUM 30.48% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s WEN Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) opened a new position in Wendy's (WEN) in Q3 2021: 74 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #835 among its holdings.

349 funds tracked by Wall St. Rank hold WEN as of Q3 2021.

Heritage Wealth Management (Arizona) held 74 shares of Wendy's worth $2K as of Q3 2021.
Wendy's was a new Heritage Wealth Management (Arizona) position in Q3 2021.
Wendy's made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #835 holding.
349 funds tracked by Wall St. Rank held Wendy's as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.