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

Affinity 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	-55,171	Closed	-$1.28M	–	83
2020 Q2	$1.28M	Buy	+55,171	New	+$1.1M	1.62%	27

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Affinity Wealth Management sold out of Wendy's (WEN) in Q3 2020, closing a stake of 55,171 shares — an estimated $1.28M sold.

Affinity Wealth Management first reported a position in WEN in Q2 2020 and held it in 1 quarter. The position peaked at $1.28M in Q2 2020. 315 funds tracked by Wall St. Rank hold WEN as of Q3 2020.

Affinity Wealth Management reported no remaining Wendy's position as of Q3 2020 after selling out during the quarter.
Affinity Wealth Management sold 55,171 Wendy's shares in Q3 2020, an estimated $1.28M.
Affinity Wealth Management first reported a position in Wendy's in Q2 2020 and held it in 1 quarter.
Affinity Wealth Management's Wendy's position peaked at $1.28M in Q2 2020.
315 funds tracked by Wall St. Rank held Wendy's as of Q3 2020.

Based on Affinity Wealth Management's 13F filing for Q3 2020, filed 16 Nov 2020.