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Opal Wealth Advisors’s Wendy's WEN Stock Holding History

Opal Wealth 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
2024
Q2 		– Sell
-15
Closed -$283 – 1267
2024
Q1 		$283 Buy
+15
New +$282 ﹤0.01% 336

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Opal Wealth Advisors's WEN Position: Q2 2024 in Review

Opal Wealth Advisors sold out of Wendy's (WEN) in Q2 2024, closing a stake of 15 shares — an estimated $283 sold.

Opal Wealth Advisors first reported a position in WEN in Q1 2024 and held it in 1 quarter. The position peaked at $283 in Q1 2024. 388 funds tracked by Wall St. Rank hold WEN as of Q2 2024.

  • Opal Wealth Advisors reported no remaining Wendy's position as of Q2 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 15 Wendy's shares in Q2 2024, an estimated $283.
  • Opal Wealth Advisors first reported a position in Wendy's in Q1 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Wendy's position peaked at $283 in Q1 2024.
  • 388 funds tracked by Wall St. Rank held Wendy's as of Q2 2024.

Based on Opal Wealth Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.