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Regal Investment Advisors’s Wendy's WEN Stock Holding History

Regal Investment 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
2024
Q3 		– Sell
-47,439
Closed -$805K – 584
2024
Q2 		$805K Buy
+47,439
New +$862K 0.05% 286

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Regal Investment Advisors's WEN Position: Q3 2024 in Review

Regal Investment Advisors sold out of Wendy's (WEN) in Q3 2024, closing a stake of 47,439 shares — an estimated $805K sold.

Regal Investment Advisors first reported a position in WEN in Q2 2024 and held it in 1 quarter. The position peaked at $805K in Q2 2024. 393 funds tracked by Wall St. Rank hold WEN as of Q3 2024.

  • Regal Investment Advisors reported no remaining Wendy's position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 47,439 Wendy's shares in Q3 2024, an estimated $805K.
  • Regal Investment Advisors first reported a position in Wendy's in Q2 2024 and held it in 1 quarter.
  • Regal Investment Advisors's Wendy's position peaked at $805K in Q2 2024.
  • 393 funds tracked by Wall St. Rank held Wendy's as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.