PSI Advisors’s Wendy's WEN Stock Holding History

PSI 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
2023 Q1	–	Sell	-350	Closed	-$7.92K	–	828
2022 Q4	$7.92K	Hold	350	–	–	﹤0.01%	463
2022 Q3	$7K	Hold	350	–	–	﹤0.01%	498
2022 Q2	$7K	Hold	350	–	–	﹤0.01%	533
2022 Q1	$8K	Hold	350	–	–	﹤0.01%	511
2021 Q4	$8K	Hold	350	–	–	﹤0.01%	540
2021 Q3	$8K	Buy	+350	New	+$7.98K	﹤0.01%	526

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

PSI Advisors's WEN Position: Q1 2023 in Review

PSI Advisors sold out of Wendy's (WEN) in Q1 2023, closing a stake of 350 shares — an estimated $7.92K sold.

PSI Advisors first reported a position in WEN in Q3 2021 and held it in 6 quarters. The position peaked at $8K in Q1 2022. 342 funds tracked by Wall St. Rank hold WEN as of Q1 2023.

PSI Advisors reported no remaining Wendy's position as of Q1 2023 after selling out during the quarter.
PSI Advisors sold 350 Wendy's shares in Q1 2023, an estimated $7.92K.
PSI Advisors first reported a position in Wendy's in Q3 2021 and held it in 6 quarters.
PSI Advisors's Wendy's position peaked at $8K in Q1 2022.
342 funds tracked by Wall St. Rank held Wendy's as of Q1 2023.

Based on PSI Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.