Winch Advisory Services’s Wendy's WEN Stock Holding History

Winch Advisory Services’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 Q4	–	Sell	-101	Closed	-$1.78K	–	562
2024 Q3	$1.78K	Buy	+101	New	+$1.72K	﹤0.01%	382

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Winch Advisory Services's WEN Position: Q4 2024 in Review

Winch Advisory Services sold out of Wendy's (WEN) in Q4 2024, closing a stake of 101 shares — an estimated $1.78K sold.

Winch Advisory Services first reported a position in WEN in Q3 2024 and held it in 1 quarter. The position peaked at $1.78K in Q3 2024. 424 funds tracked by Wall St. Rank hold WEN as of Q4 2024.

Winch Advisory Services reported no remaining Wendy's position as of Q4 2024 after selling out during the quarter.
Winch Advisory Services sold 101 Wendy's shares in Q4 2024, an estimated $1.78K.
Winch Advisory Services first reported a position in Wendy's in Q3 2024 and held it in 1 quarter.
Winch Advisory Services's Wendy's position peaked at $1.78K in Q3 2024.
424 funds tracked by Wall St. Rank held Wendy's as of Q4 2024.

Based on Winch Advisory Services's 13F filing for Q4 2024, filed 14 Jan 2025.