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Signet Financial Management’s Wendy's WEN Stock Holding History

Signet Financial 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
Q1 		– Sell
-3,800
Closed -$91K – 1337
2021
Q4 		$91K Buy
+3,800
New +$84.5K 0.01% 342
2018
Q4 		– Sell
-4,000
Closed -$69K – 835
2018
Q3 		$69K Hold
4,000
– – 0.01% 359
2018
Q2 		$69K Hold
4,000
– – 0.01% 347
2018
Q1 		$70K Buy
+4,000
New +$66.4K 0.01% 324

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Signet Financial Management's WEN Position: Q1 2022 in Review

Signet Financial Management sold out of Wendy's (WEN) in Q1 2022, closing a stake of 3,800 shares — an estimated $91K sold.

Signet Financial Management first reported a position in WEN in Q1 2018 and held it in 4 quarters. The position peaked at $91K in Q4 2021. 357 funds tracked by Wall St. Rank hold WEN as of Q1 2022.

  • Signet Financial Management reported no remaining Wendy's position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 3,800 Wendy's shares in Q1 2022, an estimated $91K.
  • Signet Financial Management first reported a position in Wendy's in Q1 2018 and held it in 4 quarters.
  • Signet Financial Management's Wendy's position peaked at $91K in Q4 2021.
  • 357 funds tracked by Wall St. Rank held Wendy's as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.