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Kiwi Wealth Investments Limited Partnership’s Wendy's WEN Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2021
Q3 		– Sell
-51,699
Closed -$1.21M – 276
2021
Q2 		$1.21M Buy
+51,699
New +$1.19M 0.06% 191

Other funds holding WEN

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Vanguard Group
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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's WEN Position: Q3 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of Wendy's (WEN) in Q3 2021, closing a stake of 51,699 shares — an estimated $1.21M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in WEN in Q2 2021 and held it in 1 quarter. The position peaked at $1.21M in Q2 2021. 350 funds tracked by Wall St. Rank hold WEN as of Q3 2021.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Wendy's position as of Q3 2021 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 51,699 Wendy's shares in Q3 2021, an estimated $1.21M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Wendy's in Q2 2021 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's Wendy's position peaked at $1.21M in Q2 2021.
  • 350 funds tracked by Wall St. Rank held Wendy's as of Q3 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2021, filed 16 Nov 2021.