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My Legacy Advisors’s Wendy's WEN Stock Holding History

My Legacy 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
Q2 		– Sell
-12,060
Closed -$176K – 223
2025
Q1 		$176K Sell
12,060
-334
-3% -$5.02K 0.07% 205
2024
Q4 		$188K Sell
12,394
-325
-3% -$5.93K 0.07% 197
2024
Q3 		$223K Sell
12,719
-4,763
-27% -$81.1K 0.09% 187
2024
Q2 		$296K Buy
17,482
+364
+2% +$6.62K 0.09% 189
2024
Q1 		$323K Sell
17,118
-120
-0.7% -$2.25K 0.11% 183
2023
Q4 		$335K Sell
17,238
-512
-3% -$9.85K 0.12% 176
2023
Q3 		$342K Buy
17,750
+2,114
+14% +$44.1K 0.14% 164
2023
Q2 		$334K Buy
15,636
+2,698
+21% +$60.1K 0.13% 176
2023
Q1 		$281K Buy
+12,938
New +$284K 0.12% 184

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return