Legacy Financial Advisors’s Wendy's WEN Stock Holding History

Legacy Financial 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
2019 Q2	–	Sell	-810	Closed	-$14K	–	900
2019 Q1	$14K	Hold	810	–	–	﹤0.01%	550
2018 Q4	$13K	Buy	+810	New	+$13.8K	0.01%	510

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Financial Advisors's WEN Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Wendy's (WEN) in Q2 2019, closing a stake of 810 shares — an estimated $14K sold.

Legacy Financial Advisors first reported a position in WEN in Q4 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2019. 324 funds tracked by Wall St. Rank hold WEN as of Q2 2019.

Legacy Financial Advisors reported no remaining Wendy's position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 810 Wendy's shares in Q2 2019, an estimated $14K.
Legacy Financial Advisors first reported a position in Wendy's in Q4 2018 and held it in 2 quarters.
Legacy Financial Advisors's Wendy's position peaked at $14K in Q1 2019.
324 funds tracked by Wall St. Rank held Wendy's as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.