Allworth Financial’s WEX WEX Stock Holding History

Allworth Financial’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
2026 Q1	$219K	Buy	1,429 +931	+187%	+$146K	﹤0.01%	1346
2025 Q4	$74.2K	Buy	498 +469	+1,617%	+$70.7K	﹤0.01%	1936
2025 Q3	$4.57K	Sell	29 -19	-40%	-$3.14K	﹤0.01%	3607
2025 Q2	$7.05K	Buy	48 +6	+14%	+$806	﹤0.01%	3074
2025 Q1	$5.46K	Hold	42	–	–	﹤0.01%	2712
2024 Q4	$7.68K	Sell	42 -4	-9%	-$750	﹤0.01%	2561
2024 Q3	$9.65K	Hold	46	–	–	﹤0.01%	2273
2024 Q2	$8.49K	Buy	46 +36	+360%	+$7.34K	﹤0.01%	2287
2024 Q1	$2.38K	Sell	10 -1	-9%	-$215	﹤0.01%	2747
2023 Q4	$2.14K	Hold	11	–	–	﹤0.01%	2651
2023 Q3	$2.07K	Buy	11 +10	+1,000%	+$1.93K	﹤0.01%	2528
2023 Q2	$183	Hold	1	–	–	﹤0.01%	3119
2023 Q1	$184	Hold	1	–	–	﹤0.01%	3024
2022 Q4	$164	Buy	+1	New	+$156	﹤0.01%	2830

Other funds holding WEX

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return