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Tyler-Stone Wealth Management’s Wendy's WEN Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-4
Closed -$68 – 946
2024
Q2 		$68 Hold
4
– – ﹤0.01% 967
2024
Q1 		$76 Hold
4
– – ﹤0.01% 954
2023
Q4 		$79 Hold
4
– – ﹤0.01% 935
2023
Q3 		$0 Hold
4
– – ﹤0.01% 959
2023
Q2 		$0 Buy
+4
New +$89 ﹤0.01% 917
2022
Q4 		$0 Hold
4
– – ﹤0.01% 911
2022
Q3 		$0 Hold
4
– – ﹤0.01% 904
2022
Q2 		$0 Hold
4
– – ﹤0.01% 915
2022
Q1 		$0 Hold
4
– – ﹤0.01% 958
2021
Q4 		$0 Buy
+4
New +$89 ﹤0.01% 936

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tyler-Stone Wealth Management's WEN Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Wendy's (WEN) in Q3 2024, closing a stake of 4 shares — an estimated $68 sold.

Tyler-Stone Wealth Management first reported a position in WEN in Q4 2021 and held it in 10 quarters. The position peaked at $79 in Q4 2023. 393 funds tracked by Wall St. Rank hold WEN as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Wendy's position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 4 Wendy's shares in Q3 2024, an estimated $68.
  • Tyler-Stone Wealth Management first reported a position in Wendy's in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Wendy's position peaked at $79 in Q4 2023.
  • 393 funds tracked by Wall St. Rank held Wendy's as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.