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Financial Gravity Asset Management’s Wendy's WEN Stock Holding History

Financial Gravity Asset 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
2019
Q4 		$22K Buy
+130
New +$2.76K 0.02% 984
2018
Q2 		– Sell
-28
Closed – – 1627
2018
Q1 		$0 Buy
+28
New +$465 ﹤0.01% 1513

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Financial Gravity Asset Management's WEN Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in Wendy's (WEN) in Q4 2019: 130 shares worth $22K. The stake represents 0.02% of the portfolio and ranks #984 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in WEN as recently as Q1 2018.

Financial Gravity Asset Management first reported a position in WEN in Q1 2018 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold WEN as of Q4 2019.

  • Financial Gravity Asset Management held 130 shares of Wendy's worth $22K as of Q4 2019.
  • Wendy's was a new Financial Gravity Asset Management position in Q4 2019.
  • Wendy's made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #984 holding.
  • Financial Gravity Asset Management first reported a position in Wendy's in Q1 2018 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held Wendy's as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.