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
Download as csv
Download as Excel
Quarterly reported holdings in Wendy's/arby's Group by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 139k | 17.52 |
| 2024-06-30 | $1.7M | 98k | 16.96 |
| 2024-03-31 | $1.8M | 94k | 18.84 |
| 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 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors