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Taylor Hoffman Wealth Management’s Wendy's WEN Stock Holding History

Taylor Hoffman 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
Q3 		– Sell
-170
Closed -$4K – 366
2020
Q2 		$4K Buy
+170
New +$3.38K ﹤0.01% 343
2020
Q1 		– Sell
-170
Closed -$4K – 386
2019
Q4 		$4K Hold
170
– – ﹤0.01% 375
2019
Q3 		$3K Hold
170
– – ﹤0.01% 385
2019
Q2 		$3K Hold
170
– – ﹤0.01% 373
2019
Q1 		$3K Hold
170
– – ﹤0.01% 376
2018
Q4 		$3K Hold
170
– – ﹤0.01% 365
2018
Q3 		$3K Hold
170
– – ﹤0.01% 368
2018
Q2 		$3K Hold
170
– – ﹤0.01% 350
2018
Q1 		$3K Hold
170
– – ﹤0.01% 380
2017
Q4 		$3K Buy
+170
New +$2.58K ﹤0.01% 382

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return