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Ironwood Wealth Management (Arizona)’s Wendy's WEN Stock Holding History

Ironwood Wealth Management (Arizona)’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
2017
Q3 		$42K Buy
+2,681
New +$41.1K 0.04% 41

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s WEN Position: Q3 2017 in Review

Ironwood Wealth Management (Arizona) opened a new position in Wendy's (WEN) in Q3 2017: 2,681 shares worth $42K. The stake represents 0.04% of the portfolio and ranks #41 among its holdings.

274 funds tracked by Wall St. Rank hold WEN as of Q3 2017.

  • Ironwood Wealth Management (Arizona) held 2,681 shares of Wendy's worth $42K as of Q3 2017.
  • Wendy's was a new Ironwood Wealth Management (Arizona) position in Q3 2017.
  • Wendy's made up 0.04% of Ironwood Wealth Management (Arizona)'s portfolio in Q3 2017, its #41 holding.
  • 274 funds tracked by Wall St. Rank held Wendy's as of Q3 2017.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q3 2017, filed 7 Feb 2018.