Total Clarity Wealth Management’s Wendy's WEN Stock Holding History

Total Clarity 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
2022 Q3	–	Sell	-425	Closed	-$8K	–	972
2022 Q2	$8K	Buy	+425	New	+$8.05K	﹤0.01%	736
2022 Q1	–	Sell	-425	Closed	-$10K	–	911
2021 Q4	$10K	Hold	425	–	–	﹤0.01%	706
2021 Q3	$9K	Buy	+425	New	+$9.69K	﹤0.01%	718
2021 Q2	–	Sell	-425	Closed	-$9K	–	745
2021 Q1	$9K	Buy	+425	New	+$8.83K	0.01%	585
2020 Q1	–	Sell	-425	Closed	-$9K	–	625
2019 Q4	$9K	Buy	+425	New	+$9.01K	0.01%	518

Other funds holding WEN

TFM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Total Clarity Wealth Management's WEN Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Wendy's (WEN) in Q3 2022, closing a stake of 425 shares — an estimated $8K sold.

Total Clarity Wealth Management first reported a position in WEN in Q4 2019 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 336 funds tracked by Wall St. Rank hold WEN as of Q3 2022.

Total Clarity Wealth Management reported no remaining Wendy's position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 425 Wendy's shares in Q3 2022, an estimated $8K.
Total Clarity Wealth Management first reported a position in Wendy's in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Wendy's position peaked at $10K in Q4 2021.
336 funds tracked by Wall St. Rank held Wendy's as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.