JFA
WEN icon

JNBA Financial Advisors’s Wendy's WEN Stock Holding History

JNBA Financial Advisors’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
Q3 		– Sell
-200
Closed -$4K – 760
2022
Q2 		$4K Hold
200
– – ﹤0.01% 597
2022
Q1 		$4K Buy
+200
New +$4.51K ﹤0.01% 584
2019
Q3 		– Sell
-100
Closed -$2K – 707
2019
Q2 		$2K Buy
+100
New +$1.88K ﹤0.01% 620

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JNBA Financial Advisors's WEN Position: Q3 2022 in Review

JNBA Financial Advisors sold out of Wendy's (WEN) in Q3 2022, closing a stake of 200 shares — an estimated $4K sold.

JNBA Financial Advisors first reported a position in WEN in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2022. 336 funds tracked by Wall St. Rank hold WEN as of Q3 2022.

  • JNBA Financial Advisors reported no remaining Wendy's position as of Q3 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 200 Wendy's shares in Q3 2022, an estimated $4K.
  • JNBA Financial Advisors first reported a position in Wendy's in Q2 2019 and held it in 3 quarters.
  • JNBA Financial Advisors's Wendy's position peaked at $4K in Q2 2022.
  • 336 funds tracked by Wall St. Rank held Wendy's as of Q3 2022.

Based on JNBA Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.