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TFO Wealth Partners’s Wendy's WEN Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-4
Closed -$75 – 742
2024
Q1 		$75 Hold
4
– – ﹤0.01% 683
2023
Q4 		$78 Hold
4
– – ﹤0.01% 828
2023
Q3 		$87 Hold
4
– – ﹤0.01% 995
2023
Q2 		$87 Hold
4
– – ﹤0.01% 692
2023
Q1 		$87 Sell
4
-3
-43% -$66 ﹤0.01% 679
2022
Q4 		$1.02K Buy
+7
New +$149 ﹤0.01% 363

Other funds holding WEN

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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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFO Wealth Partners's WEN Position: Q2 2024 in Review

TFO Wealth Partners sold out of Wendy's (WEN) in Q2 2024, closing a stake of 4 shares — an estimated $75 sold.

TFO Wealth Partners first reported a position in WEN in Q4 2022 and held it in 6 quarters. The position peaked at $1.02K in Q4 2022. 388 funds tracked by Wall St. Rank hold WEN as of Q2 2024.

  • TFO Wealth Partners reported no remaining Wendy's position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Wendy's shares in Q2 2024, an estimated $75.
  • TFO Wealth Partners first reported a position in Wendy's in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Wendy's position peaked at $1.02K in Q4 2022.
  • 388 funds tracked by Wall St. Rank held Wendy's as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.