Accurate Wealth Management’s WEX WEX Stock Holding History

Accurate Wealth Management’s Portfolio WEX Stock Details WEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-18	Closed	-$3.09K	–	1460
2022 Q4	$3.09K	Buy	+18	New	+$2.8K	﹤0.01%	1108

Other funds holding WEX

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accurate Wealth Management's WEX Position: Q1 2023 in Review

Accurate Wealth Management sold out of WEX (WEX) in Q1 2023, closing a stake of 18 shares — an estimated $3.09K sold.

Accurate Wealth Management first reported a position in WEX in Q4 2022 and held it in 1 quarter. The position peaked at $3.09K in Q4 2022. 403 funds tracked by Wall St. Rank hold WEX as of Q1 2023.

Accurate Wealth Management reported no remaining WEX position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 18 WEX shares in Q1 2023, an estimated $3.09K.
Accurate Wealth Management first reported a position in WEX in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's WEX position peaked at $3.09K in Q4 2022.
403 funds tracked by Wall St. Rank held WEX as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.