Sutton Wealth Advisors’s Wendy's WEN Stock Holding History

Sutton Wealth 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
2023 Q3	$531	Hold	26	–	–	﹤0.01%	817
2023 Q2	$566	Hold	26	–	–	﹤0.01%	802
2023 Q1	$566	Sell	26 -39	-60%	-$857	﹤0.01%	762
2022 Q4	$1.47K	Hold	65	–	–	﹤0.01%	1248
2022 Q3	$1.22K	Buy	65 +26	+67%	+$523	﹤0.01%	1247
2022 Q2	$736	Buy	39 +9	+30%	+$171	﹤0.01%	1366
2022 Q1	$659	Buy	30 +4	+15%	+$90	﹤0.01%	1440
2021 Q4	$620	Buy	+26	New	+$578	﹤0.01%	1455

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Sutton Wealth Advisors's WEN Position: Q3 2023 in Review

Sutton Wealth Advisors held its Wendy's (WEN) position steady in Q3 2023 at 26 shares worth $531. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Sutton Wealth Advisors first reported a position in WEN in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.47K in Q4 2022. 349 funds tracked by Wall St. Rank hold WEN as of Q3 2023.

Sutton Wealth Advisors held 26 shares of Wendy's worth $531 as of Q3 2023.
Sutton Wealth Advisors left its Wendy's share count unchanged in Q3 2023.
Wendy's made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #817 holding.
Sutton Wealth Advisors first reported a position in Wendy's in Q4 2021 and has held it in 8 quarters since.
Sutton Wealth Advisors's Wendy's position peaked at $1.47K in Q4 2022.
349 funds tracked by Wall St. Rank held Wendy's as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.