TruWealth Advisors’s Wendy's WEN Stock Holding History

TruWealth 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
2021 Q2	–	Sell	-10,755	Closed	-$218K	–	120
2021 Q1	$218K	Buy	10,755 +850	+9%	+$17.7K	0.03%	104
2020 Q4	$217K	Buy	+9,905	New	+$226K	0.03%	103

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TruWealth Advisors's WEN Position: Q2 2021 in Review

TruWealth Advisors sold out of Wendy's (WEN) in Q2 2021, closing a stake of 10,755 shares — an estimated $218K sold.

TruWealth Advisors first reported a position in WEN in Q4 2020 and held it in 2 quarters. The position peaked at $218K in Q1 2021. 336 funds tracked by Wall St. Rank hold WEN as of Q2 2021.

TruWealth Advisors reported no remaining Wendy's position as of Q2 2021 after selling out during the quarter.
TruWealth Advisors sold 10,755 Wendy's shares in Q2 2021, an estimated $218K.
TruWealth Advisors first reported a position in Wendy's in Q4 2020 and held it in 2 quarters.
TruWealth Advisors's Wendy's position peaked at $218K in Q1 2021.
336 funds tracked by Wall St. Rank held Wendy's as of Q2 2021.

Based on TruWealth Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.