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Smith Salley Wealth Management’s Wendy's WEN Stock Holding History

Smith Salley 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
2024
Q1 		– Sell
-10,625
Closed -$207K – 255
2023
Q4 		$207K Buy
+10,625
New +$204K 0.01% 236

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Smith Salley Wealth Management's WEN Position: Q1 2024 in Review

Smith Salley Wealth Management sold out of Wendy's (WEN) in Q1 2024, closing a stake of 10,625 shares — an estimated $207K sold.

Smith Salley Wealth Management first reported a position in WEN in Q4 2023 and held it in 1 quarter. The position peaked at $207K in Q4 2023. 361 funds tracked by Wall St. Rank hold WEN as of Q1 2024.

  • Smith Salley Wealth Management reported no remaining Wendy's position as of Q1 2024 after selling out during the quarter.
  • Smith Salley Wealth Management sold 10,625 Wendy's shares in Q1 2024, an estimated $207K.
  • Smith Salley Wealth Management first reported a position in Wendy's in Q4 2023 and held it in 1 quarter.
  • Smith Salley Wealth Management's Wendy's position peaked at $207K in Q4 2023.
  • 361 funds tracked by Wall St. Rank held Wendy's as of Q1 2024.

Based on Smith Salley Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.