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Wescott Financial Advisory Group’s Wendy's WEN Stock Holding History

Wescott Financial Advisory Group’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
2023
Q3 		– Sell
-11,028
Closed -$240K – 164
2023
Q2 		$240K Buy
+11,028
New +$246K 0.04% 145

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wescott Financial Advisory Group's WEN Position: Q3 2023 in Review

Wescott Financial Advisory Group sold out of Wendy's (WEN) in Q3 2023, closing a stake of 11,028 shares — an estimated $240K sold.

Wescott Financial Advisory Group first reported a position in WEN in Q2 2023 and held it in 1 quarter. The position peaked at $240K in Q2 2023. 349 funds tracked by Wall St. Rank hold WEN as of Q3 2023.

  • Wescott Financial Advisory Group reported no remaining Wendy's position as of Q3 2023 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 11,028 Wendy's shares in Q3 2023, an estimated $240K.
  • Wescott Financial Advisory Group first reported a position in Wendy's in Q2 2023 and held it in 1 quarter.
  • Wescott Financial Advisory Group's Wendy's position peaked at $240K in Q2 2023.
  • 349 funds tracked by Wall St. Rank held Wendy's as of Q3 2023.

Based on Wescott Financial Advisory Group's 13F filing for Q3 2023, filed 9 Nov 2023.