AIM
WEX icon

Acrospire Investment Management’s WEX WEX Stock Holding History

Acrospire Investment 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
2016
Q4 		– Sell
-100
Closed -$11K – 2445
2016
Q3 		$11K Sell
100
-600
-86% -$58.8K 0.01% 1686
2016
Q2 		$62K Buy
+700
New +$62.4K 0.05% 888

Other funds holding WEX

WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Acrospire Investment Management's WEX Position: Q4 2016 in Review

Acrospire Investment Management sold out of WEX (WEX) in Q4 2016, closing a stake of 100 shares — an estimated $11K sold.

Acrospire Investment Management first reported a position in WEX in Q2 2016 and held it in 2 quarters. The position peaked at $62K in Q2 2016. 242 funds tracked by Wall St. Rank hold WEX as of Q4 2016.

  • Acrospire Investment Management reported no remaining WEX position as of Q4 2016 after selling out during the quarter.
  • Acrospire Investment Management sold 100 WEX shares in Q4 2016, an estimated $11K.
  • Acrospire Investment Management first reported a position in WEX in Q2 2016 and held it in 2 quarters.
  • Acrospire Investment Management's WEX position peaked at $62K in Q2 2016.
  • 242 funds tracked by Wall St. Rank held WEX as of Q4 2016.

Based on Acrospire Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.