Planning Capital Management Corporation’s Wendy's WEN Stock Holding History

Planning Capital Management Corporation’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 Q3	$7.75K	Buy	+442	New	+$7.52K	0.01%	467

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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

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

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

Planning Capital Management Corporation's WEN Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Wendy's (WEN) in Q3 2024: 442 shares worth $7.75K. The stake represents 0.01% of the portfolio and ranks #467 among its holdings.

392 funds tracked by Wall St. Rank hold WEN as of Q3 2024.

Planning Capital Management Corporation held 442 shares of Wendy's worth $7.75K as of Q3 2024.
Wendy's was a new Planning Capital Management Corporation position in Q3 2024.
Wendy's made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #467 holding.
392 funds tracked by Wall St. Rank held Wendy's as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.