Silicon Hills Wealth Management’s Wendy's WEN Stock Holding History

Silicon Hills Wealth Management’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	-1	Closed	-$10	–	290
2019 Q4	$10	Buy	+1	New	+$21	0.01%	237

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

Silicon Hills Wealth Management's WEN Position: Q1 2020 in Review

Silicon Hills Wealth Management sold out of Wendy's (WEN) in Q1 2020, closing a stake of 1 share — an estimated $10 sold.

Silicon Hills Wealth Management first reported a position in WEN in Q4 2019 and held it in 1 quarter. The position peaked at $10 in Q4 2019. 331 funds tracked by Wall St. Rank hold WEN as of Q1 2020.

Silicon Hills Wealth Management reported no remaining Wendy's position as of Q1 2020 after selling out during the quarter.
Silicon Hills Wealth Management sold 1 Wendy's share in Q1 2020, an estimated $10.
Silicon Hills Wealth Management first reported a position in Wendy's in Q4 2019 and held it in 1 quarter.
Silicon Hills Wealth Management's Wendy's position peaked at $10 in Q4 2019.
331 funds tracked by Wall St. Rank held Wendy's as of Q1 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.