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Alera Investment Advisors’s WEX WEX Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-5
Closed -$1K – 1010
2019
Q1 		$1K Hold
5
– – ﹤0.01% 1096
2018
Q4 		$1K Buy
+5
New +$823 ﹤0.01% 1041

Other funds holding WEX

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Alera Investment Advisors's WEX Position: Q2 2019 in Review

Alera Investment Advisors sold out of WEX (WEX) in Q2 2019, closing a stake of 5 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in WEX in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 341 funds tracked by Wall St. Rank hold WEX as of Q2 2019.

  • Alera Investment Advisors reported no remaining WEX position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 5 WEX shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in WEX in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's WEX position peaked at $1K in Q1 2019.
  • 341 funds tracked by Wall St. Rank held WEX as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.