Secure Asset Management’s Wendy's WEN Stock Holding History

Secure Asset Management’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 Q3	–	Sell	-11,297	Closed	-$213K	–	177
2022 Q2	$213K	Buy	+11,297	New	+$214K	0.12%	150
2020 Q2	–	Sell	-26,489	Closed	-$394K	–	163
2020 Q1	$394K	Buy	+26,489	New	+$521K	0.42%	60

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Secure Asset Management's WEN Position: Q3 2022 in Review

Secure Asset Management sold out of Wendy's (WEN) in Q3 2022, closing a stake of 11,297 shares — an estimated $213K sold.

Secure Asset Management first reported a position in WEN in Q1 2020 and held it in 2 quarters. The position peaked at $394K in Q1 2020. 335 funds tracked by Wall St. Rank hold WEN as of Q3 2022.

Secure Asset Management reported no remaining Wendy's position as of Q3 2022 after selling out during the quarter.
Secure Asset Management sold 11,297 Wendy's shares in Q3 2022, an estimated $213K.
Secure Asset Management first reported a position in Wendy's in Q1 2020 and held it in 2 quarters.
Secure Asset Management's Wendy's position peaked at $394K in Q1 2020.
335 funds tracked by Wall St. Rank held Wendy's as of Q3 2022.

Based on Secure Asset Management's 13F filing for Q3 2022, filed 12 Oct 2022.