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Wendy's/arby's Group shares owned by Poinciana Advisors Group

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

Historical chart of Poinciana Advisors Group 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 Poinciana Advisors Group 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 Poinciana Advisors Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $284k 17k 16.30

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American Centy Etf Tr Us Sml Cp Valu (AVUV)
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Ea Series Trust Ea Bridgeway Omn (BSVO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
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Dimensional Etf Trust World Ex Us Core (DFAX)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Poinciana Advisors Group

Top funds holding Wendy's/arby's Group

Trian Fund Management
BlackRock
Vanguard Group
Harris Associates L.P
AQR Capital Management
Charles Schwab Investment Management
State Street Corporation
Morgan Stanley
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Marshall Wace
Geode Capital Management
Jane Street
Point72 Asset Management
UBS Group

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