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

Valeo 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 Q4	–	Sell	-100	Closed	-$2K	–	1870
2020 Q3	$2K	Buy	+100	New	+$2.2K	﹤0.01%	1437

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

Valeo Financial Advisors's WEN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Wendy's (WEN) in Q2 2021, closing a stake of 1,287 shares — an estimated $26K sold.

Valeo Financial Advisors first reported a position in WEN in Q1 2018 and held it in 13 quarters. The position peaked at $229K in Q4 2019. 336 funds tracked by Wall St. Rank hold WEN as of Q2 2021.

Valeo Financial Advisors reported no remaining Wendy's position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,287 Wendy's shares in Q2 2021, an estimated $26K.
Valeo Financial Advisors first reported a position in Wendy's in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's Wendy's position peaked at $229K in Q4 2019.
336 funds tracked by Wall St. Rank held Wendy's as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.