Founders Financial Alliance’s Wendy's WEN Stock Holding History

Founders Financial Alliance’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	-5,100	Closed	-$114K	–	1238
2020 Q3	$114K	Buy	+5,100	New	+$112K	0.07%	236

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Founders Financial Alliance's WEN Position: Q4 2020 in Review

Founders Financial Alliance sold out of Wendy's (WEN) in Q4 2020, closing a stake of 5,100 shares — an estimated $114K sold.

Founders Financial Alliance first reported a position in WEN in Q3 2020 and held it in 1 quarter. The position peaked at $114K in Q3 2020. 326 funds tracked by Wall St. Rank hold WEN as of Q4 2020.

Founders Financial Alliance reported no remaining Wendy's position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 5,100 Wendy's shares in Q4 2020, an estimated $114K.
Founders Financial Alliance first reported a position in Wendy's in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's Wendy's position peaked at $114K in Q3 2020.
326 funds tracked by Wall St. Rank held Wendy's as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.