Sheaff Brock Investment Advisors’s Wendy's WEN Stock Holding History

Sheaff Brock 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
2021 Q4	–	Sell	-12,000	Closed	-$260K	–	590
2021 Q3	$260K	Hold	12,000	–	–	0.02%	418
2021 Q2	$281K	Buy	+12,000	New	+$275K	0.02%	380
2017 Q3	–	Sell	-14,149	Closed	-$219K	–	624
2017 Q2	$219K	Buy	+14,149	New	+$214K	0.03%	482

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Sheaff Brock Investment Advisors's WEN Position: Q4 2021 in Review

Sheaff Brock Investment Advisors sold out of Wendy's (WEN) in Q4 2021, closing a stake of 12,000 shares — an estimated $260K sold.

Sheaff Brock Investment Advisors first reported a position in WEN in Q2 2017 and held it in 3 quarters. The position peaked at $281K in Q2 2021. 363 funds tracked by Wall St. Rank hold WEN as of Q4 2021.

Sheaff Brock Investment Advisors reported no remaining Wendy's position as of Q4 2021 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 12,000 Wendy's shares in Q4 2021, an estimated $260K.
Sheaff Brock Investment Advisors first reported a position in Wendy's in Q2 2017 and held it in 3 quarters.
Sheaff Brock Investment Advisors's Wendy's position peaked at $281K in Q2 2021.
363 funds tracked by Wall St. Rank held Wendy's as of Q4 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.