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Investment Research & Advisory Group’s Wendy's WEN Stock Holding History

Investment Research & Advisory Group’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
Q2 		– Sell
-478
Closed -$11K – 198
2022
Q1 		$11K Hold
478
– – 0.01% 151
2021
Q4 		$11K Buy
+478
New +$10.6K 0.01% 159

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Investment Research & Advisory Group's WEN Position: Q2 2022 in Review

Investment Research & Advisory Group sold out of Wendy's (WEN) in Q2 2022, closing a stake of 478 shares — an estimated $11K sold.

Investment Research & Advisory Group first reported a position in WEN in Q4 2021 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 339 funds tracked by Wall St. Rank hold WEN as of Q2 2022.

  • Investment Research & Advisory Group reported no remaining Wendy's position as of Q2 2022 after selling out during the quarter.
  • Investment Research & Advisory Group sold 478 Wendy's shares in Q2 2022, an estimated $11K.
  • Investment Research & Advisory Group first reported a position in Wendy's in Q4 2021 and held it in 2 quarters.
  • Investment Research & Advisory Group's Wendy's position peaked at $11K in Q1 2022.
  • 339 funds tracked by Wall St. Rank held Wendy's as of Q2 2022.

Based on Investment Research & Advisory Group's 13F filing for Q2 2022, filed 19 Jul 2022.