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Wendy's/arby's Group shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Wendy's/arby's Group (WEN) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 126k 19.48
2023-09-30 $2.3M 114k 20.41
2023-06-30 $2.4M 113k 21.75
2023-03-31 $2.4M 112k 21.78
2022-12-31 $2.5M 112k 22.63
2022-09-30 $2.1M 112k 18.69
2022-06-30 $2.1M 111k 18.88
2022-03-31 $2.4M 108k 21.97
2021-12-31 $2.7M 113k 23.85
2021-09-30 $1.2M 56k 21.68
2021-06-30 $228k 9.8k 23.37
2021-03-31 $209k 10k 20.31
2020-12-31 $135k 6.2k 21.90
2020-09-30 $32k 1.4k 22.60
2020-06-30 $124k 5.6k 22.27
2020-03-31 $82k 5.9k 13.96
2019-09-30 $44k 2.2k 20.17
2019-06-30 $43k 2.2k 19.77
2019-03-31 $39k 2.2k 17.93

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View all positions for Captrust Financial Advisors

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