Brown Financial Advisors »

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

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

Historical chart of Brown 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 Brown Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wendy's/arby's Group by Brown Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $677k 40k 16.96

More positions owned by Brown Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Doubleline Etf Trust Mortgage Etf (DMBS)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Microsoft Corporation (MSFT)
Amazon (AMZN)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Aim Etf Products Trust Us Larcp B20 Mar (MARW)
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Powershares Actively Managed Ultra Shrt Dur (GSY)

View all positions for Brown Financial Advisors

Top funds holding Wendy's/arby's Group

Trian Fund Management
Vanguard Group
BlackRock
Harris Associates L.P
AQR Capital Management
Charles Schwab Investment Management
State Street Corporation
Jpmorgan Chase & Co
Allspring Global Investments Holdings
Dimensional Fund Advisors
Squarepoint Ops
Henderson Group
Geode Capital Management
Royal Bank of Canada
Bank of New York Mellon

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