Kowal Investment Group’s Wendy's WEN Stock Holding History

Kowal Investment 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
2021 Q4	–	Sell	-546	Closed	-$12K	–	940
2021 Q3	$12K	Buy	+546	New	+$12.4K	﹤0.01%	490

Other funds holding WEN

TFM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kowal Investment Group's WEN Position: Q4 2021 in Review

Kowal Investment Group sold out of Wendy's (WEN) in Q4 2021, closing a stake of 546 shares — an estimated $12K sold.

Kowal Investment Group first reported a position in WEN in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 363 funds tracked by Wall St. Rank hold WEN as of Q4 2021.

Kowal Investment Group reported no remaining Wendy's position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 546 Wendy's shares in Q4 2021, an estimated $12K.
Kowal Investment Group first reported a position in Wendy's in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Wendy's position peaked at $12K in Q3 2021.
363 funds tracked by Wall St. Rank held Wendy's as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.