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Ropes Wealth Advisors’s Wendy's WEN Stock Holding History

Ropes 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
-403
Closed -$9K – 789
2020
Q4 		$9K Hold
403
– – ﹤0.01% 547
2020
Q3 		$9K Hold
403
– – ﹤0.01% 526
2020
Q2 		$9K Hold
403
– – ﹤0.01% 459
2020
Q1 		$6K Hold
403
– – ﹤0.01% 449
2019
Q4 		$9K Hold
403
– – ﹤0.01% 475
2019
Q3 		$8K Hold
403
– – ﹤0.01% 492
2019
Q2 		$8K Hold
403
– – ﹤0.01% 497
2019
Q1 		$7K Buy
+403
New +$6.85K ﹤0.01% 470

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return