WealthStone’s Wendy's WEN Stock Holding History

WealthStone’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 Q1	$541K	Buy	+26,713	New	+$555K	0.19%	83
2020 Q2	–	Sell	-19,665	Closed	-$293K	–	179
2020 Q1	$293K	Buy	+19,665	New	+$387K	0.29%	21

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

WealthStone's WEN Position: Q1 2021 in Review

WealthStone opened a new position in Wendy's (WEN) in Q1 2021: 26,713 shares worth $541K. The stake represents 0.19% of the portfolio and ranks #83 among its holdings. This is a return to the name: WealthStone previously reported a position in WEN as recently as Q1 2020.

WealthStone first reported a position in WEN in Q1 2020 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold WEN as of Q1 2021.

WealthStone held 26,713 shares of Wendy's worth $541K as of Q1 2021.
Wendy's was a new WealthStone position in Q1 2021.
Wendy's made up 0.19% of WealthStone's portfolio in Q1 2021, its #83 holding.
WealthStone first reported a position in Wendy's in Q1 2020 and has held it in 2 quarters since.
323 funds tracked by Wall St. Rank held Wendy's as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.