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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Taylor Hoffman Wealth Management's WEN Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Wendy's (WEN) in Q3 2020, closing a stake of 170 shares — an estimated $4K sold.

Taylor Hoffman Wealth Management first reported a position in WEN in Q4 2017 and held it in 10 quarters. The position peaked at $4K in Q2 2020. 315 funds tracked by Wall St. Rank hold WEN as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Wendy's position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 170 Wendy's shares in Q3 2020, an estimated $4K.
Taylor Hoffman Wealth Management first reported a position in Wendy's in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Wendy's position peaked at $4K in Q2 2020.
315 funds tracked by Wall St. Rank held Wendy's as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.