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LGT Financial Advisors’s Wendy's WEN Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-377
Closed -$6.14K – 725
2024
Q4 		$6.14K Hold
377
– – 0.01% 520
2024
Q3 		$6.61K Hold
377
– – 0.02% 480
2024
Q2 		$6.39K Hold
377
– – 0.01% 554
2024
Q1 		$7.1K Hold
377
– – 0.01% 549
2023
Q4 		$7.34K Hold
377
– – 0.01% 553
2023
Q3 		$7.7K Buy
+377
New +$7.87K 0.01% 531

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LGT Financial Advisors's WEN Position: Q1 2025 in Review

LGT Financial Advisors sold out of Wendy's (WEN) in Q1 2025, closing a stake of 377 shares — an estimated $6.14K sold.

LGT Financial Advisors first reported a position in WEN in Q3 2023 and held it in 6 quarters. The position peaked at $7.7K in Q3 2023. 423 funds tracked by Wall St. Rank hold WEN as of Q1 2025.

  • LGT Financial Advisors reported no remaining Wendy's position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 377 Wendy's shares in Q1 2025, an estimated $6.14K.
  • LGT Financial Advisors first reported a position in Wendy's in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Wendy's position peaked at $7.7K in Q3 2023.
  • 423 funds tracked by Wall St. Rank held Wendy's as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.