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

Argent 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
Q2 		$224K Buy
+10,004
New +$199K 0.04% 156

Other funds holding WEN

TFM
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
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Argent Wealth Management's WEN Position: Q2 2020 in Review

Argent Wealth Management opened a new position in Wendy's (WEN) in Q2 2020: 10,004 shares worth $224K. The stake represents 0.04% of the portfolio and ranks #156 among its holdings.

333 funds tracked by Wall St. Rank hold WEN as of Q2 2020.

  • Argent Wealth Management held 10,004 shares of Wendy's worth $224K as of Q2 2020.
  • Wendy's was a new Argent Wealth Management position in Q2 2020.
  • Wendy's made up 0.04% of Argent Wealth Management's portfolio in Q2 2020, its #156 holding.
  • 333 funds tracked by Wall St. Rank held Wendy's as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.