Next Financial Group’s Wendy's WEN Stock Holding History

Next Financial Group’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
2021 Q4	$8K	Buy	327 +220	+206%	+$4.89K	﹤0.01%	2287
2021 Q3	$2K	Buy	+107	New	+$2.44K	﹤0.01%	2533
2015 Q2	–	Sell	-1,000	Closed	-$10K	–	1978
2015 Q1	$10K	Sell	1,000 -500	-33%	-$5.35K	﹤0.01%	1252
2014 Q4	$14K	Sell	1,500 -2,800	-65%	-$23.6K	﹤0.01%	1129
2014 Q3	$36K	Buy	+4,300	New	+$35.2K	0.01%	1119

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Next Financial Group's WEN Position: Q4 2021 in Review

Next Financial Group increased its Wendy's (WEN) stake by 206% in Q4 2021, buying an estimated $4.89K and bringing the position to 327 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #2287.

Next Financial Group first reported a position in WEN in Q3 2014 and has held it in 5 quarters since. The position peaked at $36K in Q3 2014. 363 funds tracked by Wall St. Rank hold WEN as of Q4 2021.

Next Financial Group held 327 shares of Wendy's worth $8K as of Q4 2021.
Next Financial Group bought 220 Wendy's shares in Q4 2021, an estimated $4.89K.
Wendy's made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2287 holding.
Next Financial Group first reported a position in Wendy's in Q3 2014 and has held it in 5 quarters since.
Next Financial Group's Wendy's position peaked at $36K in Q3 2014.
363 funds tracked by Wall St. Rank held Wendy's as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.