ACM
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Advisors Capital Management’s WEX WEX Stock Holding History

Advisors Capital 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
2020
Q4 		– Sell
-4,041
Closed -$562K – 353
2020
Q3 		$562K Buy
4,041
+243
+6% +$38.1K 0.03% 227
2020
Q2 		$627K Buy
3,798
+222
+6% +$30.5K 0.03% 200
2020
Q1 		$374K Buy
3,576
+256
+8% +$47.8K 0.02% 227
2019
Q4 		$695K Buy
3,320
+379
+13% +$76K 0.03% 231
2019
Q3 		$594K Buy
2,941
+240
+9% +$49.7K 0.03% 214
2019
Q2 		$562K Buy
2,701
+603
+29% +$121K 0.03% 213
2019
Q1 		$411K Sell
2,098
-494
-19% -$83.5K 0.03% 220
2018
Q4 		$363K Buy
+2,592
New +$427K 0.03% 234

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $501B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return