Lenox Wealth Advisors’s Wendy's WEN Stock Holding History

Lenox Wealth 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 Q1	$16K	Hold	751	–	–	﹤0.01%	410
2021 Q4	$18K	Hold	751	–	–	﹤0.01%	421
2021 Q3	$16K	Hold	751	–	–	﹤0.01%	401
2021 Q2	$18K	Hold	751	–	–	﹤0.01%	384
2021 Q1	$15K	Hold	751	–	–	﹤0.01%	357
2020 Q4	$16K	Hold	751	–	–	﹤0.01%	354
2020 Q3	$17K	Hold	751	–	–	﹤0.01%	314
2020 Q2	$16K	Hold	751	–	–	﹤0.01%	330
2020 Q1	$11K	Hold	751	–	–	﹤0.01%	333
2019 Q4	$17K	Hold	751	–	–	﹤0.01%	362
2019 Q3	$15K	Hold	751	–	–	﹤0.01%	329
2019 Q2	$15K	Hold	751	–	–	﹤0.01%	246
2019 Q1	$13K	Hold	751	–	–	﹤0.01%	251
2018 Q4	$12K	Hold	751	–	–	﹤0.01%	234
2018 Q3	$13K	Hold	751	–	–	﹤0.01%	255
2018 Q2	$13K	Hold	751	–	–	﹤0.01%	313
2018 Q1	$13K	Hold	751	–	–	﹤0.01%	327
2017 Q4	$12K	Hold	751	–	–	﹤0.01%	164
2017 Q3	$12K	Hold	751	–	–	﹤0.01%	72
2017 Q2	$12K	Hold	751	–	–	﹤0.01%	84
2017 Q1	$10K	Hold	751	–	–	﹤0.01%	73
2016 Q4	$10K	Hold	751	–	–	﹤0.01%	95
2016 Q3	$8K	Hold	751	–	–	﹤0.01%	175
2016 Q2	$7K	Hold	751	–	–	﹤0.01%	177
2016 Q1	$8K	Hold	751	–	–	﹤0.01%	176
2015 Q4	$8K	Hold	751	–	–	﹤0.01%	191
2015 Q3	$6K	Hold	751	–	–	﹤0.01%	236
2015 Q2	$8K	Hold	751	–	–	﹤0.01%	167
2015 Q1	$8K	Hold	751	–	–	﹤0.01%	184
2014 Q4	$7K	Hold	751	–	–	﹤0.01%	204
2014 Q3	$6K	Hold	751	–	–	﹤0.01%	223
2014 Q2	$6K	Hold	751	–	–	﹤0.01%	161
2014 Q1	$7K	Hold	751	–	–	﹤0.01%	150
2013 Q4	$7K	Hold	751	–	–	﹤0.01%	207
2013 Q3	$6K	Sell	751 -1,751	-70%	-$13.1K	0.01%	154
2013 Q2	$15K	Buy	+2,502	New	+$14.5K	0.02%	84

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

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Lenox Wealth Advisors's WEN Position: Q1 2022 in Review

Lenox Wealth Advisors held its Wendy's (WEN) position steady in Q1 2022 at 751 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Lenox Wealth Advisors first reported a position in WEN in Q2 2013 and has held it in 36 quarters since. The position peaked at $18K in Q4 2021. 357 funds tracked by Wall St. Rank hold WEN as of Q1 2022.

Lenox Wealth Advisors held 751 shares of Wendy's worth $16K as of Q1 2022.
Lenox Wealth Advisors left its Wendy's share count unchanged in Q1 2022.
Wendy's made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #410 holding.
Lenox Wealth Advisors first reported a position in Wendy's in Q2 2013 and has held it in 36 quarters since.
Lenox Wealth Advisors's Wendy's position peaked at $18K in Q4 2021.
357 funds tracked by Wall St. Rank held Wendy's as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.