Impact Partnership Wealth’s Wendy's WEN Stock Holding History

Impact Partnership Wealth’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 Q2	–	Sell	-10,704	Closed	-$202K	–	691
2024 Q1	$202K	Buy	+10,704	New	+$201K	0.08%	173

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Impact Partnership Wealth's WEN Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Wendy's (WEN) in Q2 2024, closing a stake of 10,704 shares — an estimated $202K sold.

Impact Partnership Wealth first reported a position in WEN in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 388 funds tracked by Wall St. Rank hold WEN as of Q2 2024.

Impact Partnership Wealth reported no remaining Wendy's position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 10,704 Wendy's shares in Q2 2024, an estimated $202K.
Impact Partnership Wealth first reported a position in Wendy's in Q1 2024 and held it in 1 quarter.
Impact Partnership Wealth's Wendy's position peaked at $202K in Q1 2024.
388 funds tracked by Wall St. Rank held Wendy's as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.