Advisory Alpha’s Wendy's WEN Stock Holding History

Advisory Alpha’s Portfolio WEN Stock Details WEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-200	Closed	-$4.27K	–	827
2019 Q4	$4.27K	Buy	+200	New	+$4.24K	﹤0.01%	593

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisory Alpha's WEN Position: Q1 2020 in Review

Advisory Alpha sold out of Wendy's (WEN) in Q1 2020, closing a stake of 200 shares — an estimated $4.27K sold.

Advisory Alpha first reported a position in WEN in Q4 2019 and held it in 1 quarter. The position peaked at $4.27K in Q4 2019. 331 funds tracked by Wall St. Rank hold WEN as of Q1 2020.

Advisory Alpha reported no remaining Wendy's position as of Q1 2020 after selling out during the quarter.
Advisory Alpha sold 200 Wendy's shares in Q1 2020, an estimated $4.27K.
Advisory Alpha first reported a position in Wendy's in Q4 2019 and held it in 1 quarter.
Advisory Alpha's Wendy's position peaked at $4.27K in Q4 2019.
331 funds tracked by Wall St. Rank held Wendy's as of Q1 2020.

Based on Advisory Alpha's 13F filing for Q1 2020, filed 29 Apr 2020.