AWA
WEX icon

Alta Wealth Advisors’s WEX WEX Stock Holding History

Alta Wealth 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
2021
Q4 		– Sell
-2,021
Closed -$356K – 157
2021
Q3 		$356K Sell
2,021
-740
-27% -$135K 0.26% 114
2021
Q2 		$535K Sell
2,761
-49
-2% -$10K 0.39% 94
2021
Q1 		$588K Hold
2,810
– – 0.49% 79
2020
Q4 		$572K Buy
+2,810
New +$473K 0.48% 76

Other funds holding WEX

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Alta Wealth Advisors's WEX Position: Q4 2021 in Review

Alta Wealth Advisors sold out of WEX (WEX) in Q4 2021, closing a stake of 2,021 shares — an estimated $356K sold.

Alta Wealth Advisors first reported a position in WEX in Q4 2020 and held it in 4 quarters. The position peaked at $588K in Q1 2021. 344 funds tracked by Wall St. Rank hold WEX as of Q4 2021.

  • Alta Wealth Advisors reported no remaining WEX position as of Q4 2021 after selling out during the quarter.
  • Alta Wealth Advisors sold 2,021 WEX shares in Q4 2021, an estimated $356K.
  • Alta Wealth Advisors first reported a position in WEX in Q4 2020 and held it in 4 quarters.
  • Alta Wealth Advisors's WEX position peaked at $588K in Q1 2021.
  • 344 funds tracked by Wall St. Rank held WEX as of Q4 2021.

Based on Alta Wealth Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.