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Harvest Group Wealth Management’s Wendy's WEN Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-34
Closed -$1K – 714
2020
Q4 		$1K Hold
34
– – ﹤0.01% 583
2020
Q3 		$1K Hold
34
– – ﹤0.01% 537
2020
Q2 		$0 Hold
34
– – ﹤0.01% 870
2020
Q1 		$0 Buy
+34
New +$669 ﹤0.01% 1037

Other funds holding WEN

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Harvest Group Wealth Management's WEN Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Wendy's (WEN) in Q1 2021, closing a stake of 34 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in WEN in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 323 funds tracked by Wall St. Rank hold WEN as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Wendy's position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 34 Wendy's shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Wendy's in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Wendy's position peaked at $1K in Q4 2020.
  • 323 funds tracked by Wall St. Rank held Wendy's as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.