Peoples Financial Services Corp’s Wendy's WEN Stock Holding History

Peoples Financial Services Corp’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	–	Sell	-212	Closed	-$5K	–	286
2021 Q3	$5K	Hold	212	–	–	﹤0.01%	255
2021 Q2	$5K	Hold	212	–	–	﹤0.01%	264
2021 Q1	$4K	Hold	212	–	–	﹤0.01%	269
2020 Q4	$5K	Hold	212	–	–	﹤0.01%	258
2020 Q3	$5K	Hold	212	–	–	﹤0.01%	245
2020 Q2	$5K	Hold	212	–	–	﹤0.01%	253
2020 Q1	$3K	Hold	212	–	–	﹤0.01%	286
2019 Q4	$5K	Hold	212	–	–	﹤0.01%	276
2019 Q3	$4K	Hold	212	–	–	﹤0.01%	302
2019 Q2	$4K	Hold	212	–	–	﹤0.01%	302
2019 Q1	$4K	Hold	212	–	–	﹤0.01%	297
2018 Q4	$3K	Hold	212	–	–	﹤0.01%	317
2018 Q3	$4K	Hold	212	–	–	﹤0.01%	317
2018 Q2	$4K	Buy	+212	New	+$3.61K	﹤0.01%	304

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Peoples Financial Services Corp's WEN Position: Q4 2021 in Review

Peoples Financial Services Corp sold out of Wendy's (WEN) in Q4 2021, closing a stake of 212 shares — an estimated $5K sold.

Peoples Financial Services Corp first reported a position in WEN in Q2 2018 and held it in 14 quarters. The position peaked at $5K in Q3 2021. 364 funds tracked by Wall St. Rank hold WEN as of Q4 2021.

Peoples Financial Services Corp reported no remaining Wendy's position as of Q4 2021 after selling out during the quarter.
Peoples Financial Services Corp sold 212 Wendy's shares in Q4 2021, an estimated $5K.
Peoples Financial Services Corp first reported a position in Wendy's in Q2 2018 and held it in 14 quarters.
Peoples Financial Services Corp's Wendy's position peaked at $5K in Q3 2021.
364 funds tracked by Wall St. Rank held Wendy's as of Q4 2021.

Based on Peoples Financial Services Corp's 13F filing for Q4 2021, filed 19 Jan 2022.