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Advisor Group’s WEX WEX Stock Holding History

Advisor Group’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
2019
Q4 		$464K Buy
2,214
+754
+52% +$151K ﹤0.01% 1727
2019
Q3 		$295K Sell
1,460
-15
-1% -$3.11K ﹤0.01% 2025
2019
Q2 		$306K Sell
1,475
-66
-4% -$13.3K ﹤0.01% 1981
2019
Q1 		$297K Sell
1,541
-38
-2% -$6.42K ﹤0.01% 1982
2018
Q4 		$221K Buy
1,579
+330
+26% +$54.3K ﹤0.01% 2014
2018
Q3 		$250K Buy
1,249
+740
+145% +$142K ﹤0.01% 1999
2018
Q2 		$97K Sell
509
-3
-0.6% -$523 ﹤0.01% 2552
2018
Q1 		$80K Sell
512
-90
-15% -$13.5K ﹤0.01% 2740
2017
Q4 		$85K Buy
602
+145
+32% +$18.1K ﹤0.01% 2697
2017
Q3 		$52K Buy
457
+247
+118% +$26.8K ﹤0.01% 2913
2017
Q2 		$23K Buy
210
+41
+24% +$4.22K ﹤0.01% 3422
2017
Q1 		$18K Sell
169
-32
-16% -$3.55K ﹤0.01% 3445
2016
Q4 		$22K Sell
201
-151
-43% -$16.3K ﹤0.01% 3175
2016
Q3 		$39K Sell
352
-126
-26% -$12.3K ﹤0.01% 2721
2016
Q2 		$41K Buy
+478
New +$42.6K ﹤0.01% 2577

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisor Group's WEX Position: Q4 2019 in Review

Advisor Group increased its WEX (WEX) stake by 52% in Q4 2019, buying an estimated $151K and bringing the position to 2,214 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Advisor Group first reported a position in WEX in Q2 2016 and has held it in 15 quarters since. 345 funds tracked by Wall St. Rank hold WEX as of Q4 2019.

  • Advisor Group held 2,214 shares of WEX worth $464K as of Q4 2019.
  • Advisor Group bought 754 WEX shares in Q4 2019, an estimated $151K.
  • WEX made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1727 holding.
  • Advisor Group first reported a position in WEX in Q2 2016 and has held it in 15 quarters since.
  • 345 funds tracked by Wall St. Rank held WEX as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.