Kelly Financial Services’s Wendy's WEN Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-200	Closed	-$3.39K	–	753
2024 Q2	$3.39K	Hold	200	–	–	﹤0.01%	536
2024 Q1	$3.77K	Hold	200	–	–	﹤0.01%	526
2023 Q4	$3.9K	Hold	200	–	–	﹤0.01%	502
2023 Q3	$4.08K	Hold	200	–	–	﹤0.01%	473
2023 Q2	$4.35K	Hold	200	–	–	﹤0.01%	462
2023 Q1	$4.36K	Hold	200	–	–	﹤0.01%	442
2022 Q4	$4.53K	Hold	200	–	–	﹤0.01%	414
2022 Q3	$3.74K	Hold	200	–	–	﹤0.01%	436
2022 Q2	$3.78K	Hold	200	–	–	﹤0.01%	439
2022 Q1	$4.39K	Hold	200	–	–	﹤0.01%	449
2021 Q4	$4.77K	Hold	200	–	–	﹤0.01%	448
2021 Q3	$4.34K	Sell	200 -4,484	-96%	-$102K	﹤0.01%	439
2021 Q2	$200K	Buy	4,684 +4,484	+2,242%	+$103K	0.01%	306
2021 Q1	$4.05K	Hold	200	–	–	﹤0.01%	430
2020 Q4	$4.38K	Hold	200	–	–	﹤0.01%	379
2020 Q3	$4.46K	Hold	200	–	–	﹤0.01%	347
2020 Q2	$4.36K	Hold	200	–	–	﹤0.01%	356
2020 Q1	$2.98K	Hold	200	–	–	﹤0.01%	354
2019 Q4	$4.44K	Hold	200	–	–	﹤0.01%	316
2019 Q3	$4K	Hold	200	–	–	﹤0.01%	318
2019 Q2	$3.92K	Hold	200	–	–	﹤0.01%	310
2019 Q1	$3.58K	Buy	+200	New	+$3.4K	﹤0.01%	326

Other funds holding WEN

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

AQR Capital Management

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

Harris Associates

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

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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

Allspring Global Investments

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

JP Morgan Chase

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