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Professional Financial Advisors’s Wendy's WEN Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-200
Closed -$4K – 469
2022
Q3 		$4K Hold
200
– – ﹤0.01% 402
2022
Q2 		$4K Hold
200
– – ﹤0.01% 396
2022
Q1 		$4K Hold
200
– – ﹤0.01% 405
2021
Q4 		$5K Hold
200
– – ﹤0.01% 391
2021
Q3 		$4K Hold
200
– – ﹤0.01% 345
2021
Q2 		$5K Buy
+200
New +$4.59K ﹤0.01% 331

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Professional Financial Advisors's WEN Position: Q4 2022 in Review

Professional Financial Advisors sold out of Wendy's (WEN) in Q4 2022, closing a stake of 200 shares — an estimated $4K sold.

Professional Financial Advisors first reported a position in WEN in Q2 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2021. 347 funds tracked by Wall St. Rank hold WEN as of Q4 2022.

  • Professional Financial Advisors reported no remaining Wendy's position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 200 Wendy's shares in Q4 2022, an estimated $4K.
  • Professional Financial Advisors first reported a position in Wendy's in Q2 2021 and held it in 6 quarters.
  • Professional Financial Advisors's Wendy's position peaked at $5K in Q4 2021.
  • 347 funds tracked by Wall St. Rank held Wendy's as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.