Lynx Investment Advisory’s Wendy's WEN Stock Holding History

Lynx Investment Advisory’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	-192	Closed	-$3.26K	–	777
2024 Q2	$3.26K	Buy	+192	New	+$3.49K	﹤0.01%	507

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lynx Investment Advisory's WEN Position: Q3 2024 in Review

Lynx Investment Advisory sold out of Wendy's (WEN) in Q3 2024, closing a stake of 192 shares — an estimated $3.26K sold.

Lynx Investment Advisory first reported a position in WEN in Q2 2024 and held it in 1 quarter. The position peaked at $3.26K in Q2 2024. 393 funds tracked by Wall St. Rank hold WEN as of Q3 2024.

Lynx Investment Advisory reported no remaining Wendy's position as of Q3 2024 after selling out during the quarter.
Lynx Investment Advisory sold 192 Wendy's shares in Q3 2024, an estimated $3.26K.
Lynx Investment Advisory first reported a position in Wendy's in Q2 2024 and held it in 1 quarter.
Lynx Investment Advisory's Wendy's position peaked at $3.26K in Q2 2024.
393 funds tracked by Wall St. Rank held Wendy's as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.