Homrich Berg »

Wendy's/arby's Group shares owned by Homrich Berg

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

Historical chart of Homrich Berg 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 Homrich Berg 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 Homrich Berg

Quarter filed Position value Share count Share price at filing
2021-09-30 $299k 14k 21.68
2021-06-30 $205k 8.7k 23.45

More positions owned by Homrich Berg

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Home Depot (HD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

View all positions for Homrich Berg

Top funds holding Wendy's/arby's Group

Trian Fund Management
Vanguard Group
Massachusetts Financial Services
Charles Schwab Investment Management
Jpmorgan Chase & Co
Allspring Global Investments Holdings
Harris Associates L.P
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