IAIM
WEN icon

Industrial Alliance Investment Management’s Wendy's WEN Stock Holding History

Industrial Alliance Investment Management’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
Q1 		– Sell
-16,490
Closed -$393K – 453
2021
Q4 		$393K Buy
+16,490
New +$367K 0.01% 320

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 $6.73T AUM 46.02% 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 $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Industrial Alliance Investment Management's WEN Position: Q1 2022 in Review

Industrial Alliance Investment Management sold out of Wendy's (WEN) in Q1 2022, closing a stake of 16,490 shares — an estimated $393K sold.

Industrial Alliance Investment Management first reported a position in WEN in Q4 2021 and held it in 1 quarter. The position peaked at $393K in Q4 2021. 357 funds tracked by Wall St. Rank hold WEN as of Q1 2022.

  • Industrial Alliance Investment Management reported no remaining Wendy's position as of Q1 2022 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 16,490 Wendy's shares in Q1 2022, an estimated $393K.
  • Industrial Alliance Investment Management first reported a position in Wendy's in Q4 2021 and held it in 1 quarter.
  • Industrial Alliance Investment Management's Wendy's position peaked at $393K in Q4 2021.
  • 357 funds tracked by Wall St. Rank held Wendy's as of Q1 2022.

Based on Industrial Alliance Investment Management's 13F filing for Q1 2022, filed 13 May 2022.