CSat Investment Advisory’s Wendy's WEN Stock Holding History

CSat Investment Advisory’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 Q4	–	Sell	-619	Closed	-$14K	–	964
2020 Q3	$14K	Buy	619 +75	+14%	+$1.65K	﹤0.01%	973
2020 Q2	$12K	Sell	544 -356	-40%	-$7.08K	﹤0.01%	1000
2020 Q1	$13K	Buy	900 +153	+20%	+$3.01K	﹤0.01%	839
2019 Q4	$17K	Sell	747 -6,536	-90%	-$139K	﹤0.01%	844
2019 Q3	$146K	Buy	7,283 +1,348	+23%	+$26.9K	0.05%	254
2019 Q2	$116K	Buy	+5,935	New	+$112K	0.04%	272

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

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

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

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

CSat Investment Advisory's WEN Position: Q4 2020 in Review

CSat Investment Advisory sold out of Wendy's (WEN) in Q4 2020, closing a stake of 619 shares — an estimated $14K sold.

CSat Investment Advisory first reported a position in WEN in Q2 2019 and held it in 6 quarters. The position peaked at $146K in Q3 2019. 326 funds tracked by Wall St. Rank hold WEN as of Q4 2020.

CSat Investment Advisory reported no remaining Wendy's position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 619 Wendy's shares in Q4 2020, an estimated $14K.
CSat Investment Advisory first reported a position in Wendy's in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's Wendy's position peaked at $146K in Q3 2019.
326 funds tracked by Wall St. Rank held Wendy's as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.