Selective Wealth Management’s Wendy's WEN Stock Holding History

Selective Wealth 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 Q4	–	Sell	-600	Closed	-$11K	–	729
2022 Q3	$11K	Hold	600	–	–	﹤0.01%	514
2022 Q2	$11K	Hold	600	–	–	﹤0.01%	554
2022 Q1	$13K	Hold	600	–	–	﹤0.01%	510
2021 Q4	$14K	Hold	600	–	–	0.01%	460
2021 Q3	$13K	Hold	600	–	–	0.01%	407
2021 Q2	$14K	Buy	600 +300	+100%	+$6.89K	0.01%	309
2021 Q1	$6K	Buy	+300	New	+$6.23K	0.01%	302

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Selective Wealth Management's WEN Position: Q4 2022 in Review

Selective Wealth Management sold out of Wendy's (WEN) in Q4 2022, closing a stake of 600 shares — an estimated $11K sold.

Selective Wealth Management first reported a position in WEN in Q1 2021 and held it in 7 quarters. The position peaked at $14K in Q4 2021. 347 funds tracked by Wall St. Rank hold WEN as of Q4 2022.

Selective Wealth Management reported no remaining Wendy's position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 600 Wendy's shares in Q4 2022, an estimated $11K.
Selective Wealth Management first reported a position in Wendy's in Q1 2021 and held it in 7 quarters.
Selective Wealth Management's Wendy's position peaked at $14K in Q4 2021.
347 funds tracked by Wall St. Rank held Wendy's as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.