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

ShoreHaven 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
2021
Q2 		– Sell
-569
Closed -$12K – 256
2021
Q1 		$12K Buy
569
+1
+0.2% +$21 0.01% 193
2020
Q4 		$12K Buy
+568
New +$12.9K 0.01% 168

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State Street
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Janus Henderson Group
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Arrowstreet Capital
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Geode Capital Management
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ShoreHaven Wealth Partners's WEN Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Wendy's (WEN) in Q2 2021, closing a stake of 569 shares — an estimated $12K sold.

ShoreHaven Wealth Partners first reported a position in WEN in Q4 2020 and held it in 2 quarters. The position peaked at $12K in Q1 2021. 337 funds tracked by Wall St. Rank hold WEN as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Wendy's position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 569 Wendy's shares in Q2 2021, an estimated $12K.
  • ShoreHaven Wealth Partners first reported a position in Wendy's in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Wendy's position peaked at $12K in Q1 2021.
  • 337 funds tracked by Wall St. Rank held Wendy's as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.