Avantax Planning Partners’s Wendy's WEN Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-43	Closed	-$1K	–	1480
2018 Q1	$1K	Buy	+43	New	+$713	﹤0.01%	1767

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

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

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

Avantax Planning Partners's WEN Position: Q2 2018 in Review

Avantax Planning Partners sold out of Wendy's (WEN) in Q2 2018, closing a stake of 43 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in WEN in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 311 funds tracked by Wall St. Rank hold WEN as of Q2 2018.

Avantax Planning Partners reported no remaining Wendy's position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 43 Wendy's shares in Q2 2018, an estimated $1K.
Avantax Planning Partners first reported a position in Wendy's in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Wendy's position peaked at $1K in Q1 2018.
311 funds tracked by Wall St. Rank held Wendy's as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.