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Householder Group Estate & Retirement Specialist’s Wendy's WEN Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-5
Closed – – 1231
2024
Q3 		$0 Buy
+5
New +$85 ﹤0.01% 1332
2024
Q1 		– Sell
-200
Closed -$3K – 1323
2023
Q4 		$3K Buy
+200
New +$3.85K ﹤0.01% 970

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WEN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Wendy's (WEN) in Q4 2024, closing a stake of 5 shares.

Householder Group Estate & Retirement Specialist first reported a position in WEN in Q4 2023 and held it in 2 quarters. The position peaked at $3K in Q4 2023. 423 funds tracked by Wall St. Rank hold WEN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Wendy's position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 5 Wendy's shares in Q4 2024.
  • Householder Group Estate & Retirement Specialist first reported a position in Wendy's in Q4 2023 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Wendy's position peaked at $3K in Q4 2023.
  • 423 funds tracked by Wall St. Rank held Wendy's as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.