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

TCI 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 Q2	–	Sell	-11	Closed	-$240	–	2226
2023 Q1	$240	Sell	11 -1	-8%	-$22	﹤0.01%	2314
2022 Q4	$272	Buy	12 +1	+9%	+$21	﹤0.01%	2296
2022 Q3	$0	Buy	+11	New	+$221	﹤0.01%	2614
2014 Q3	–	Sell	-2,125	Closed	-$18K	–	921
2014 Q2	$18K	Hold	2,125	–	–	0.01%	356
2014 Q1	$19K	Buy	+2,125	New	+$19.5K	0.01%	338

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TCI Wealth Advisors's WEN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Wendy's (WEN) in Q2 2023, closing a stake of 11 shares — an estimated $240 sold.

TCI Wealth Advisors first reported a position in WEN in Q1 2014 and held it in 5 quarters. The position peaked at $19K in Q1 2014. 357 funds tracked by Wall St. Rank hold WEN as of Q2 2023.

TCI Wealth Advisors reported no remaining Wendy's position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 11 Wendy's shares in Q2 2023, an estimated $240.
TCI Wealth Advisors first reported a position in Wendy's in Q1 2014 and held it in 5 quarters.
TCI Wealth Advisors's Wendy's position peaked at $19K in Q1 2014.
357 funds tracked by Wall St. Rank held Wendy's as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.