Phoenix Financial’s Wendy's WEN Stock Holding History

Phoenix Financial’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	-13,000	Closed	-$244K	–	445
2024 Q1	$244K	Buy	+13,000	New	+$244K	﹤0.01%	357

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Phoenix Financial's WEN Position: Q2 2024 in Review

Phoenix Financial sold out of Wendy's (WEN) in Q2 2024, closing a stake of 13,000 shares — an estimated $244K sold.

Phoenix Financial first reported a position in WEN in Q1 2024 and held it in 1 quarter. The position peaked at $244K in Q1 2024. 388 funds tracked by Wall St. Rank hold WEN as of Q2 2024.

Phoenix Financial reported no remaining Wendy's position as of Q2 2024 after selling out during the quarter.
Phoenix Financial sold 13,000 Wendy's shares in Q2 2024, an estimated $244K.
Phoenix Financial first reported a position in Wendy's in Q1 2024 and held it in 1 quarter.
Phoenix Financial's Wendy's position peaked at $244K in Q1 2024.
388 funds tracked by Wall St. Rank held Wendy's as of Q2 2024.

Based on Phoenix Financial's 13F filing for Q2 2024, filed 12 Aug 2024.