FormulaFolio Investments’s Wendy's WEN Stock Holding History

FormulaFolio Investments’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
2021 Q2	$23K	Hold	1,000	–	–	0.01%	184
2021 Q1	$23K	Buy	+1,000	New	+$20.8K	0.01%	184
2019 Q3	–	Sell	-17,726	Closed	-$347K	–	379
2019 Q2	$347K	Buy	+17,726	New	+$334K	0.01%	250

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FormulaFolio Investments's WEN Position: Q2 2021 in Review

FormulaFolio Investments held its Wendy's (WEN) position steady in Q2 2021 at 1,000 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #184.

FormulaFolio Investments first reported a position in WEN in Q2 2019 and has held it in 3 quarters since. The position peaked at $347K in Q2 2019. 336 funds tracked by Wall St. Rank hold WEN as of Q2 2021.

FormulaFolio Investments held 1,000 shares of Wendy's worth $23K as of Q2 2021.
FormulaFolio Investments left its Wendy's share count unchanged in Q2 2021.
Wendy's made up 0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #184 holding.
FormulaFolio Investments first reported a position in Wendy's in Q2 2019 and has held it in 3 quarters since.
FormulaFolio Investments's Wendy's position peaked at $347K in Q2 2019.
336 funds tracked by Wall St. Rank held Wendy's as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.