AE Wealth Management’s Wendy's WEN Stock Holding History

AE Wealth Management’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 Q3	–	Sell	-33,069	Closed	-$720K	–	1393
2020 Q2	$720K	Buy	+33,069	New	+$657K	0.01%	727

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

AE Wealth Management's WEN Position: Q3 2020 in Review

AE Wealth Management sold out of Wendy's (WEN) in Q3 2020, closing a stake of 33,069 shares — an estimated $720K sold.

AE Wealth Management first reported a position in WEN in Q2 2020 and held it in 1 quarter. The position peaked at $720K in Q2 2020. 314 funds tracked by Wall St. Rank hold WEN as of Q3 2020.

AE Wealth Management reported no remaining Wendy's position as of Q3 2020 after selling out during the quarter.
AE Wealth Management sold 33,069 Wendy's shares in Q3 2020, an estimated $720K.
AE Wealth Management first reported a position in Wendy's in Q2 2020 and held it in 1 quarter.
AE Wealth Management's Wendy's position peaked at $720K in Q2 2020.
314 funds tracked by Wall St. Rank held Wendy's as of Q3 2020.

Based on AE Wealth Management's 13F filing for Q3 2020, filed 6 Nov 2020.