Tobias Financial Advisors’s Wendy's WEN Stock Holding History

Tobias Financial 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
2020 Q1	–	Sell	-100	Closed	-$2K	–	291
2019 Q4	$2K	Buy	+100	New	+$2.12K	﹤0.01%	261

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

Tobias Financial Advisors's WEN Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Wendy's (WEN) in Q1 2020, closing a stake of 100 shares — an estimated $2K sold.

Tobias Financial Advisors first reported a position in WEN in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 331 funds tracked by Wall St. Rank hold WEN as of Q1 2020.

Tobias Financial Advisors reported no remaining Wendy's position as of Q1 2020 after selling out during the quarter.
Tobias Financial Advisors sold 100 Wendy's shares in Q1 2020, an estimated $2K.
Tobias Financial Advisors first reported a position in Wendy's in Q4 2019 and held it in 1 quarter.
Tobias Financial Advisors's Wendy's position peaked at $2K in Q4 2019.
331 funds tracked by Wall St. Rank held Wendy's as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.