Certified Advisory Corp’s Wendy's WEN Stock Holding History

Certified Advisory Corp’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	$1K	Hold	34	–	–	﹤0.01%	747
2020 Q1	$1K	Hold	34	–	–	﹤0.01%	758
2019 Q4	$1K	Hold	34	–	–	﹤0.01%	779
2019 Q3	$1K	Hold	34	–	–	﹤0.01%	773
2019 Q2	$1K	Hold	34	–	–	﹤0.01%	782
2019 Q1	$1K	Hold	34	–	–	﹤0.01%	725
2018 Q4	$1K	Hold	34	–	–	﹤0.01%	722
2018 Q3	$1K	Hold	34	–	–	﹤0.01%	756
2018 Q2	$1K	Hold	34	–	–	﹤0.01%	745
2018 Q1	$0	Hold	34	–	–	﹤0.01%	785
2017 Q4	$0	Buy	+34	New	+$517	﹤0.01%	715

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Certified Advisory Corp's WEN Position: Q2 2020 in Review

Certified Advisory Corp held its Wendy's (WEN) position steady in Q2 2020 at 34 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Certified Advisory Corp first reported a position in WEN in Q4 2017 and has held it in 11 quarters since. 333 funds tracked by Wall St. Rank hold WEN as of Q2 2020.

Certified Advisory Corp held 34 shares of Wendy's worth $1K as of Q2 2020.
Certified Advisory Corp left its Wendy's share count unchanged in Q2 2020.
Wendy's made up ﹤0.01% of Certified Advisory Corp's portfolio in Q2 2020, its #747 holding.
Certified Advisory Corp first reported a position in Wendy's in Q4 2017 and has held it in 11 quarters since.
333 funds tracked by Wall St. Rank held Wendy's as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.