Altus Wealth Group’s Wendy's WEN Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-38	Closed	-$1K	–	768
2020 Q4	$1K	Buy	+38	New	+$866	﹤0.01%	823

Other funds holding WEN

TFM

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Altus Wealth Group's WEN Position: Q1 2021 in Review

Altus Wealth Group sold out of Wendy's (WEN) in Q1 2021, closing a stake of 38 shares — an estimated $1K sold.

Altus Wealth Group first reported a position in WEN in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 323 funds tracked by Wall St. Rank hold WEN as of Q1 2021.

Altus Wealth Group reported no remaining Wendy's position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 38 Wendy's shares in Q1 2021, an estimated $1K.
Altus Wealth Group first reported a position in Wendy's in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Wendy's position peaked at $1K in Q4 2020.
323 funds tracked by Wall St. Rank held Wendy's as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.