BDO Wealth Advisors’s Wendy's WEN Stock Holding History

BDO Wealth Advisors’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
2019 Q1	–	Sell	-500	Closed	-$8K	–	674
2018 Q4	$8K	Hold	500	–	–	﹤0.01%	429
2018 Q3	$9K	Hold	500	–	–	﹤0.01%	472
2018 Q2	$9K	Buy	+500	New	+$8.51K	﹤0.01%	474

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BDO Wealth Advisors's WEN Position: Q1 2019 in Review

BDO Wealth Advisors sold out of Wendy's (WEN) in Q1 2019, closing a stake of 500 shares — an estimated $8K sold.

BDO Wealth Advisors first reported a position in WEN in Q2 2018 and held it in 3 quarters. The position peaked at $9K in Q3 2018. 321 funds tracked by Wall St. Rank hold WEN as of Q1 2019.

BDO Wealth Advisors reported no remaining Wendy's position as of Q1 2019 after selling out during the quarter.
BDO Wealth Advisors sold 500 Wendy's shares in Q1 2019, an estimated $8K.
BDO Wealth Advisors first reported a position in Wendy's in Q2 2018 and held it in 3 quarters.
BDO Wealth Advisors's Wendy's position peaked at $9K in Q3 2018.
321 funds tracked by Wall St. Rank held Wendy's as of Q1 2019.

Based on BDO Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.