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 $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Ropes Wealth Advisors's WEN Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Wendy's (WEN) in Q1 2021, closing a stake of 403 shares — an estimated $9K sold.

Ropes Wealth Advisors first reported a position in WEN in Q1 2019 and held it in 8 quarters. The position peaked at $9K in Q4 2020. 324 funds tracked by Wall St. Rank hold WEN as of Q1 2021.

Ropes Wealth Advisors reported no remaining Wendy's position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 403 Wendy's shares in Q1 2021, an estimated $9K.
Ropes Wealth Advisors first reported a position in Wendy's in Q1 2019 and held it in 8 quarters.
Ropes Wealth Advisors's Wendy's position peaked at $9K in Q4 2020.
324 funds tracked by Wall St. Rank held Wendy's as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.