RAFFA WEALTH MANAGEMENT, LLC’s Wendy's WEN Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q4	–	Sell	-34	Closed	-$635	–	1162
2022 Q3	$635	Hold	34	–	–	﹤0.01%	956
2022 Q2	$642	Hold	34	–	–	﹤0.01%	954
2022 Q1	$747	Hold	34	–	–	﹤0.01%	957
2021 Q4	$811	Hold	34	–	–	﹤0.01%	945
2021 Q3	$737	Hold	34	–	–	﹤0.01%	951
2021 Q2	$796	Hold	34	–	–	﹤0.01%	925
2021 Q1	$689	Hold	34	–	–	﹤0.01%	972
2020 Q4	$745	Hold	34	–	–	﹤0.01%	799
2020 Q3	$758	Hold	34	–	–	﹤0.01%	736
2020 Q2	$741	Hold	34	–	–	﹤0.01%	735
2020 Q1	$506	Buy	+34	New	+$669	﹤0.01%	747

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WEN Position: Q4 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Wendy's (WEN) in Q4 2022, closing a stake of 34 shares — an estimated $635 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WEN in Q1 2020 and held it in 11 quarters. The position peaked at $811 in Q4 2021. 347 funds tracked by Wall St. Rank hold WEN as of Q4 2022.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Wendy's position as of Q4 2022 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 34 Wendy's shares in Q4 2022, an estimated $635.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Wendy's in Q1 2020 and held it in 11 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Wendy's position peaked at $811 in Q4 2021.
347 funds tracked by Wall St. Rank held Wendy's as of Q4 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2022, filed 27 Jul 2026.