AFG
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Albion Financial Group’s WEX WEX Stock Holding History

Albion Financial 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
2023
Q1 		– Sell
-60
Closed -$9.82K – 489
2022
Q4 		$9.82K Hold
60
– – ﹤0.01% 308
2022
Q3 		$8K Hold
60
– – ﹤0.01% 326
2022
Q2 		$9K Hold
60
– – ﹤0.01% 324
2022
Q1 		$11K Hold
60
– – ﹤0.01% 359
2021
Q4 		$8K Hold
60
– – ﹤0.01% 424
2021
Q3 		$11K Hold
60
– – ﹤0.01% 368
2021
Q2 		$12K Buy
+60
New +$12.3K ﹤0.01% 366
2020
Q4 		$12K Buy
+60
New +$10.1K ﹤0.01% 343

Other funds holding WEX

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
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 $3.44B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return