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Wendy's/arby's Group shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Wendy's/arby's Group (WEN) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Wendy's/arby's Group

Tip: Access up to 7 years of quarterly data

All positions including Wendy's/arby's Group held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wendy's/arby's Group by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.3M 258k 20.41
2023-06-30 $4.8M 222k 21.75
2023-03-31 $4.4M 200k 21.78
2022-12-31 $4.4M 195k 22.63
2022-09-30 $3.2M 171k 18.69
2022-06-30 $3.2M 171k 18.88
2022-03-31 $3.3M 150k 21.97
2021-12-31 $3.1M 129k 23.85
2021-09-30 $2.3M 105k 21.68
2021-06-30 $2.0M 85k 23.42
2021-03-31 $1.2M 57k 20.26
2020-12-31 $941k 43k 21.91
2020-09-30 $608k 27k 22.28
2020-06-30 $298k 14k 21.80
2020-03-31 $332k 22k 14.89
2019-12-31 $437k 20k 22.22
2019-09-30 $317k 16k 19.98
2019-06-30 $339k 17k 19.60
2019-03-31 $318k 18k 17.91
2018-12-31 $267k 17k 15.60
2018-06-30 $46k 2.7k 16.92
2018-03-31 $29k 1.8k 16.27
2017-12-31 $56k 3.5k 16.18
2017-09-30 $78k 5.0k 15.50
2017-06-30 $88k 5.7k 15.44
2017-03-31 $72k 5.3k 13.69
2016-12-31 $76k 5.6k 13.63
2016-09-30 $69k 6.4k 10.77
2016-06-30 $66k 6.8k 9.67
2016-03-31 $59k 5.4k 10.87
2015-12-31 $123k 11k 10.78
2015-09-30 $99k 12k 8.63
2015-06-30 $235k 21k 11.28
2015-03-31 $494k 45k 10.89
2014-09-30 $2.0k 209 9.57
2014-06-30 $5.0k 559 8.94
2014-03-31 $12k 1.3k 9.38
2013-12-31 $2.0k 209 9.57
2013-09-30 $2.0k 209 9.57
2013-06-30 $999 209 4.78

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Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset Management

Top funds holding Wendy's/arby's Group

Trian Fund Management
Vanguard Group
Massachusetts Financial Services
Jpmorgan Chase & Co
Allspring Global Investments Holdings
Harris Associates L.P
Charles Schwab Investment Management
Dimensional Fund Advisors
Royal Bank of Canada
AQR Capital Management
Henderson Group
Bank of New York Mellon
Millennium Management
Two Sigma Investments
Two Sigma Advisers

View all funds holding Wendy's/arby's Group