MBM Wealth Consultants’s Wendy's WEN Stock Holding History

MBM Wealth Consultants’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 Q1	–	Sell	-12,021	Closed	-$233K	–	110
2023 Q4	$233K	Buy	+12,021	New	+$231K	0.09%	98

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

MBM Wealth Consultants's WEN Position: Q1 2024 in Review

MBM Wealth Consultants sold out of Wendy's (WEN) in Q1 2024, closing a stake of 12,021 shares — an estimated $233K sold.

MBM Wealth Consultants first reported a position in WEN in Q4 2023 and held it in 1 quarter. The position peaked at $233K in Q4 2023. 361 funds tracked by Wall St. Rank hold WEN as of Q1 2024.

MBM Wealth Consultants reported no remaining Wendy's position as of Q1 2024 after selling out during the quarter.
MBM Wealth Consultants sold 12,021 Wendy's shares in Q1 2024, an estimated $233K.
MBM Wealth Consultants first reported a position in Wendy's in Q4 2023 and held it in 1 quarter.
MBM Wealth Consultants's Wendy's position peaked at $233K in Q4 2023.
361 funds tracked by Wall St. Rank held Wendy's as of Q1 2024.

Based on MBM Wealth Consultants's 13F filing for Q1 2024, filed 18 Apr 2024.