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Advisor Partners II’s WEX WEX Stock Holding History

Advisor Partners II’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
Q3 		$202K Buy
+1,072
New +$207K 0.01% 1174

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Advisor Partners II's WEX Position: Q3 2023 in Review

Advisor Partners II opened a new position in WEX (WEX) in Q3 2023: 1,072 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #1174 among its holdings.

411 funds tracked by Wall St. Rank hold WEX as of Q3 2023.

  • Advisor Partners II held 1,072 shares of WEX worth $202K as of Q3 2023.
  • WEX was a new Advisor Partners II position in Q3 2023.
  • WEX made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #1174 holding.
  • 411 funds tracked by Wall St. Rank held WEX as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.