Wealthcare Advisory Partners’s Wendy's WEN Stock Holding History

Wealthcare Advisory Partners’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	-47	Closed	-$1K	–	1868
2021 Q1	$1K	Buy	+47	New	+$976	﹤0.01%	2029
2020 Q2	–	Sell	-543	Closed	-$8K	–	1360
2020 Q1	$8K	Hold	543	–	–	﹤0.01%	992
2019 Q4	$12K	Hold	543	–	–	﹤0.01%	899
2019 Q3	$11K	Buy	+543	New	+$10.8K	﹤0.01%	907

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

Wealthcare Advisory Partners's WEN Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Wendy's (WEN) in Q2 2021, closing a stake of 47 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in WEN in Q3 2019 and held it in 4 quarters. The position peaked at $12K in Q4 2019. 336 funds tracked by Wall St. Rank hold WEN as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Wendy's position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 47 Wendy's shares in Q2 2021, an estimated $1K.
Wealthcare Advisory Partners first reported a position in Wendy's in Q3 2019 and held it in 4 quarters.
Wealthcare Advisory Partners's Wendy's position peaked at $12K in Q4 2019.
336 funds tracked by Wall St. Rank held Wendy's as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.