Regent Peak Wealth Advisors’s Wendy's WEN Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-83	Closed	-$2K	–	996
2020 Q4	$2K	Buy	+83	New	+$1.89K	﹤0.01%	853

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Regent Peak Wealth Advisors's WEN Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Wendy's (WEN) in Q1 2021, closing a stake of 83 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in WEN in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 323 funds tracked by Wall St. Rank hold WEN as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Wendy's position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 83 Wendy's shares in Q1 2021, an estimated $2K.
Regent Peak Wealth Advisors first reported a position in Wendy's in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Wendy's position peaked at $2K in Q4 2020.
323 funds tracked by Wall St. Rank held Wendy's as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.