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Hoey Investments’s Wendy's WEN Stock Holding History

Hoey Investments’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
-75
Closed -$1.63K – 370
2023
Q1 		$1.63K Hold
75
– – ﹤0.01% 304
2022
Q4 		$1.7K Hold
75
– – ﹤0.01% 266
2022
Q3 		$1K Hold
75
– – ﹤0.01% 302
2022
Q2 		$1K Hold
75
– – ﹤0.01% 274
2022
Q1 		$2K Buy
+75
New +$1.69K ﹤0.01% 225

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

Hoey Investments's WEN Position: Q2 2023 in Review

Hoey Investments sold out of Wendy's (WEN) in Q2 2023, closing a stake of 75 shares — an estimated $1.63K sold.

Hoey Investments first reported a position in WEN in Q1 2022 and held it in 5 quarters. The position peaked at $2K in Q1 2022. 357 funds tracked by Wall St. Rank hold WEN as of Q2 2023.

  • Hoey Investments reported no remaining Wendy's position as of Q2 2023 after selling out during the quarter.
  • Hoey Investments sold 75 Wendy's shares in Q2 2023, an estimated $1.63K.
  • Hoey Investments first reported a position in Wendy's in Q1 2022 and held it in 5 quarters.
  • Hoey Investments's Wendy's position peaked at $2K in Q1 2022.
  • 357 funds tracked by Wall St. Rank held Wendy's as of Q2 2023.

Based on Hoey Investments's 13F filing for Q2 2023, filed 11 Aug 2023.