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Ameritas Investment Company’s Wendy's WEN Stock Holding History

Ameritas Investment Company’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
Q2 		– Sell
-2,520
Closed -$51.1K – 2073
2021
Q1 		$51.1K Buy
+2,520
New +$52.3K ﹤0.01% 954
2019
Q1 		– Sell
-3,992
Closed -$62K – 1777
2018
Q4 		$62K Buy
+3,992
New +$68K 0.01% 528

Other funds holding WEN

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Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameritas Investment Company's WEN Position: Q2 2021 in Review

Ameritas Investment Company sold out of Wendy's (WEN) in Q2 2021, closing a stake of 2,520 shares — an estimated $51.1K sold.

Ameritas Investment Company first reported a position in WEN in Q4 2018 and held it in 2 quarters. The position peaked at $62K in Q4 2018. 337 funds tracked by Wall St. Rank hold WEN as of Q2 2021.

  • Ameritas Investment Company reported no remaining Wendy's position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 2,520 Wendy's shares in Q2 2021, an estimated $51.1K.
  • Ameritas Investment Company first reported a position in Wendy's in Q4 2018 and held it in 2 quarters.
  • Ameritas Investment Company's Wendy's position peaked at $62K in Q4 2018.
  • 337 funds tracked by Wall St. Rank held Wendy's as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.