Poinciana Advisors Group’s Wendy's WEN Stock Holding History

Poinciana Advisors 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
2025 Q1	–	Sell	-17,444	Closed	-$284K	–	128
2024 Q4	$284K	Buy	+17,444	New	+$318K	0.29%	62

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

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

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

Poinciana Advisors Group's WEN Position: Q1 2025 in Review

Poinciana Advisors Group sold out of Wendy's (WEN) in Q1 2025, closing a stake of 17,444 shares — an estimated $284K sold.

Poinciana Advisors Group first reported a position in WEN in Q4 2024 and held it in 1 quarter. The position peaked at $284K in Q4 2024. 423 funds tracked by Wall St. Rank hold WEN as of Q1 2025.

Poinciana Advisors Group reported no remaining Wendy's position as of Q1 2025 after selling out during the quarter.
Poinciana Advisors Group sold 17,444 Wendy's shares in Q1 2025, an estimated $284K.
Poinciana Advisors Group first reported a position in Wendy's in Q4 2024 and held it in 1 quarter.
Poinciana Advisors Group's Wendy's position peaked at $284K in Q4 2024.
423 funds tracked by Wall St. Rank held Wendy's as of Q1 2025.

Based on Poinciana Advisors Group's 13F filing for Q1 2025, filed 30 Apr 2025.