Personal Wealth Partners’s Wendy's WEN Stock Holding History

Personal Wealth Partners’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 Q1	–	Sell	-11	Closed	–	–	620
2019 Q4	$0	Hold	11	–	–	﹤0.01%	693
2019 Q3	$0	Buy	+11	New	+$219	﹤0.01%	702

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Personal Wealth Partners's WEN Position: Q1 2020 in Review

Personal Wealth Partners sold out of Wendy's (WEN) in Q1 2020, closing a stake of 11 shares.

Personal Wealth Partners first reported a position in WEN in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 331 funds tracked by Wall St. Rank hold WEN as of Q1 2020.

Personal Wealth Partners reported no remaining Wendy's position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 11 Wendy's shares in Q1 2020.
Personal Wealth Partners first reported a position in Wendy's in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Wendy's position peaked at $0 in Q4 2019.
331 funds tracked by Wall St. Rank held Wendy's as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.