Kovack Advisors’s Wendy's WEN Stock Holding History

Kovack Advisors’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 Q3	–	Sell	-9,717	Closed	-$212K	–	564
2020 Q2	$212K	Buy	+9,717	New	+$193K	0.04%	398

Other funds holding WEN

TFM

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Kovack Advisors's WEN Position: Q3 2020 in Review

Kovack Advisors sold out of Wendy's (WEN) in Q3 2020, closing a stake of 9,717 shares — an estimated $212K sold.

Kovack Advisors first reported a position in WEN in Q2 2020 and held it in 1 quarter. The position peaked at $212K in Q2 2020. 315 funds tracked by Wall St. Rank hold WEN as of Q3 2020.

Kovack Advisors reported no remaining Wendy's position as of Q3 2020 after selling out during the quarter.
Kovack Advisors sold 9,717 Wendy's shares in Q3 2020, an estimated $212K.
Kovack Advisors first reported a position in Wendy's in Q2 2020 and held it in 1 quarter.
Kovack Advisors's Wendy's position peaked at $212K in Q2 2020.
315 funds tracked by Wall St. Rank held Wendy's as of Q3 2020.

Based on Kovack Advisors's 13F filing for Q3 2020, filed 2 Nov 2020.