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Kapitalo Investimentos’s Wendy's WEN Stock Holding History

Kapitalo Investimentos’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
2023
Q4 		– Sell
-8,290
Closed -$169K – 727
2023
Q3 		$169K Sell
8,290
-15,032
-64% -$314K 0.02% 321
2023
Q2 		$507K Buy
+23,322
New +$520K 0.09% 90

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kapitalo Investimentos's WEN Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Wendy's (WEN) in Q4 2023, closing a stake of 8,290 shares — an estimated $169K sold.

Kapitalo Investimentos first reported a position in WEN in Q2 2023 and held it in 2 quarters. The position peaked at $507K in Q2 2023. 386 funds tracked by Wall St. Rank hold WEN as of Q4 2023.

  • Kapitalo Investimentos reported no remaining Wendy's position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 8,290 Wendy's shares in Q4 2023, an estimated $169K.
  • Kapitalo Investimentos first reported a position in Wendy's in Q2 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Wendy's position peaked at $507K in Q2 2023.
  • 386 funds tracked by Wall St. Rank held Wendy's as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.