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Vectors Research Management’s Wendy's WEN Stock Holding History

Vectors Research 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
-649
Closed -$12K – 489
2022
Q2 		$12K Sell
649
-251
-28% -$4.76K ﹤0.01% 339
2022
Q1 		$20K Sell
900
-752
-46% -$16.9K ﹤0.01% 291
2021
Q4 		$39K Hold
1,652
– – 0.01% 279
2021
Q3 		$36K Hold
1,652
– – 0.01% 261
2021
Q2 		$39K Hold
1,652
– – 0.01% 256
2021
Q1 		$33K Hold
1,652
– – 0.01% 247
2020
Q4 		$36K Buy
1,652
+1,003
+155% +$22.8K 0.01% 222
2020
Q3 		$14K Hold
649
– – 0.01% 279
2020
Q2 		$14K Hold
649
– – 0.01% 264
2020
Q1 		$10K Hold
649
– – ﹤0.01% 298
2019
Q4 		$14K Buy
+649
New +$13.8K 0.01% 312

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vectors Research Management's WEN Position: Q3 2022 in Review

Vectors Research Management sold out of Wendy's (WEN) in Q3 2022, closing a stake of 649 shares — an estimated $12K sold.

Vectors Research Management first reported a position in WEN in Q4 2019 and held it in 11 quarters. The position peaked at $39K in Q4 2021. 336 funds tracked by Wall St. Rank hold WEN as of Q3 2022.

  • Vectors Research Management reported no remaining Wendy's position as of Q3 2022 after selling out during the quarter.
  • Vectors Research Management sold 649 Wendy's shares in Q3 2022, an estimated $12K.
  • Vectors Research Management first reported a position in Wendy's in Q4 2019 and held it in 11 quarters.
  • Vectors Research Management's Wendy's position peaked at $39K in Q4 2021.
  • 336 funds tracked by Wall St. Rank held Wendy's as of Q3 2022.

Based on Vectors Research Management's 13F filing for Q3 2022, filed 8 Nov 2022.