OneDigital Investment Advisors’s Wendy's WEN Stock Holding History

OneDigital Investment 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 Q3	–	Sell	-313	Closed	-$6K	–	1159
2019 Q2	$6K	Hold	313	–	–	﹤0.01%	1031
2019 Q1	$6K	Hold	313	–	–	﹤0.01%	972
2018 Q4	$5K	Buy	+313	New	+$5.34K	﹤0.01%	962
2018 Q3	–	Sell	-313	Closed	-$5K	–	1275
2018 Q2	$5K	Hold	313	–	–	﹤0.01%	1171
2018 Q1	$5K	Buy	313 +2	+0.6%	+$33	﹤0.01%	1160
2017 Q4	$5K	Buy	311 +1	+0.3%	+$15	﹤0.01%	1092
2017 Q3	$5K	Hold	310	–	–	﹤0.01%	896
2017 Q2	$5K	Buy	+310	New	+$4.7K	﹤0.01%	1065

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

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OneDigital Investment Advisors's WEN Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Wendy's (WEN) in Q3 2019, closing a stake of 313 shares — an estimated $6K sold.

OneDigital Investment Advisors first reported a position in WEN in Q2 2017 and held it in 8 quarters. The position peaked at $6K in Q2 2019. 347 funds tracked by Wall St. Rank hold WEN as of Q3 2019.

OneDigital Investment Advisors reported no remaining Wendy's position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 313 Wendy's shares in Q3 2019, an estimated $6K.
OneDigital Investment Advisors first reported a position in Wendy's in Q2 2017 and held it in 8 quarters.
OneDigital Investment Advisors's Wendy's position peaked at $6K in Q2 2019.
347 funds tracked by Wall St. Rank held Wendy's as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.