Claraphi Advisory Network’s Wendy's WEN Stock Holding History

Claraphi Advisory Network’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	–	Sell	-200	Closed	-$3K	–	1192
2020 Q1	$3K	Buy	+200	New	+$3.94K	﹤0.01%	989

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

Claraphi Advisory Network's WEN Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Wendy's (WEN) in Q2 2020, closing a stake of 200 shares — an estimated $3K sold.

Claraphi Advisory Network first reported a position in WEN in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 333 funds tracked by Wall St. Rank hold WEN as of Q2 2020.

Claraphi Advisory Network reported no remaining Wendy's position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 200 Wendy's shares in Q2 2020, an estimated $3K.
Claraphi Advisory Network first reported a position in Wendy's in Q1 2020 and held it in 1 quarter.
Claraphi Advisory Network's Wendy's position peaked at $3K in Q1 2020.
333 funds tracked by Wall St. Rank held Wendy's as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.