Wealth Advisory Solutions’s Wendy's WEN Stock Holding History

Wealth Advisory Solutions’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
2021 Q3	–	Sell	-180,315	Closed	-$4.22M	–	190
2021 Q2	$4.22M	Buy	+180,315	New	+$4.14M	1%	35

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wealth Advisory Solutions's WEN Position: Q3 2021 in Review

Wealth Advisory Solutions sold out of Wendy's (WEN) in Q3 2021, closing a stake of 180,315 shares — an estimated $4.22M sold.

Wealth Advisory Solutions first reported a position in WEN in Q2 2021 and held it in 1 quarter. The position peaked at $4.22M in Q2 2021. 349 funds tracked by Wall St. Rank hold WEN as of Q3 2021.

Wealth Advisory Solutions reported no remaining Wendy's position as of Q3 2021 after selling out during the quarter.
Wealth Advisory Solutions sold 180,315 Wendy's shares in Q3 2021, an estimated $4.22M.
Wealth Advisory Solutions first reported a position in Wendy's in Q2 2021 and held it in 1 quarter.
Wealth Advisory Solutions's Wendy's position peaked at $4.22M in Q2 2021.
349 funds tracked by Wall St. Rank held Wendy's as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.