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TD Ameritrade Investment Management’s Wendy's WEN Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-78
Closed -$2K – 511
2023
Q2 		$2K Sell
78
-60
-43% -$1.34K ﹤0.01% 484
2023
Q1 		$3K Sell
138
-42
-23% -$923 ﹤0.01% 460
2022
Q4 		$4K Sell
180
-222
-55% -$4.74K ﹤0.01% 448
2022
Q3 		$8K Sell
402
-93
-19% -$1.87K ﹤0.01% 400
2022
Q2 		$9K Buy
495
+265
+115% +$5.02K ﹤0.01% 441
2022
Q1 		$5K Buy
+230
New +$5.18K ﹤0.01% 559

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TD Ameritrade Investment Management's WEN Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Wendy's (WEN) in Q3 2023, closing a stake of 78 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in WEN in Q1 2022 and held it in 6 quarters. The position peaked at $9K in Q2 2022. 349 funds tracked by Wall St. Rank hold WEN as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Wendy's position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 78 Wendy's shares in Q3 2023, an estimated $2K.
  • TD Ameritrade Investment Management first reported a position in Wendy's in Q1 2022 and held it in 6 quarters.
  • TD Ameritrade Investment Management's Wendy's position peaked at $9K in Q2 2022.
  • 349 funds tracked by Wall St. Rank held Wendy's as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.