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

Campbell 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 Q3	–	Sell	-1,009	Closed	-$22K	–	347
2020 Q2	$22K	Buy	+1,009	New	+$20.1K	﹤0.01%	207

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Campbell Wealth Management's WEN Position: Q3 2020 in Review

Campbell Wealth Management sold out of Wendy's (WEN) in Q3 2020, closing a stake of 1,009 shares — an estimated $22K sold.

Campbell Wealth Management first reported a position in WEN in Q2 2020 and held it in 1 quarter. The position peaked at $22K in Q2 2020. 315 funds tracked by Wall St. Rank hold WEN as of Q3 2020.

Campbell Wealth Management reported no remaining Wendy's position as of Q3 2020 after selling out during the quarter.
Campbell Wealth Management sold 1,009 Wendy's shares in Q3 2020, an estimated $22K.
Campbell Wealth Management first reported a position in Wendy's in Q2 2020 and held it in 1 quarter.
Campbell Wealth Management's Wendy's position peaked at $22K in Q2 2020.
315 funds tracked by Wall St. Rank held Wendy's as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.