Atwood & Palmer’s Wendy's WEN Stock Holding History

Atwood & Palmer’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	-522	Closed	-$11K	–	454
2021 Q1	$11K	Buy	+522	New	+$10.8K	﹤0.01%	343

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atwood & Palmer's WEN Position: Q2 2021 in Review

Atwood & Palmer sold out of Wendy's (WEN) in Q2 2021, closing a stake of 522 shares — an estimated $11K sold.

Atwood & Palmer first reported a position in WEN in Q1 2021 and held it in 1 quarter. The position peaked at $11K in Q1 2021. 336 funds tracked by Wall St. Rank hold WEN as of Q2 2021.

Atwood & Palmer reported no remaining Wendy's position as of Q2 2021 after selling out during the quarter.
Atwood & Palmer sold 522 Wendy's shares in Q2 2021, an estimated $11K.
Atwood & Palmer first reported a position in Wendy's in Q1 2021 and held it in 1 quarter.
Atwood & Palmer's Wendy's position peaked at $11K in Q1 2021.
336 funds tracked by Wall St. Rank held Wendy's as of Q2 2021.

Based on Atwood & Palmer's 13F filing for Q2 2021, filed 26 Jul 2021.