American Portfolios Advisors’s WEX WEX Stock Holding History

American Portfolios 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
2022 Q3	$44.4K	Sell	350 -40	-10%	-$6.29K	﹤0.01%	1779
2022 Q2	$60.7K	Hold	390	–	–	﹤0.01%	1655
2022 Q1	$69.6K	Hold	390	–	–	﹤0.01%	1722
2021 Q4	$54.8K	Hold	390	–	–	﹤0.01%	1824
2021 Q3	$68.7K	Hold	390	–	–	﹤0.01%	1619
2021 Q2	$75.6K	Hold	390	–	–	﹤0.01%	1523
2021 Q1	$81.6K	Hold	390	–	–	﹤0.01%	1400
2020 Q4	$79.4K	Sell	390 -56	-13%	-$9.42K	﹤0.01%	1244
2020 Q3	$62K	Buy	446 +355	+390%	+$55.6K	﹤0.01%	1246
2020 Q2	$15K	Buy	91 +41	+82%	+$5.63K	﹤0.01%	1767
2020 Q1	$5.23K	Sell	50 -1,126	-96%	-$210K	﹤0.01%	2076
2019 Q4	$246K	Buy	1,176 +1,161	+7,740%	+$233K	0.02%	671
2019 Q3	$3.03K	Hold	15	–	–	﹤0.01%	2370
2019 Q2	$3.12K	Buy	+15	New	+$3.02K	﹤0.01%	2331

Other funds holding WEX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

American Portfolios Advisors's WEX Position: Q3 2022 in Review

American Portfolios Advisors reduced its WEX (WEX) stake by 10% in Q3 2022, selling an estimated $6.29K and leaving 350 shares worth $44.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

American Portfolios Advisors first reported a position in WEX in Q2 2019 and has held it in 14 quarters since. The position peaked at $246K in Q4 2019. 354 funds tracked by Wall St. Rank hold WEX as of Q3 2022.

American Portfolios Advisors held 350 shares of WEX worth $44.4K as of Q3 2022.
American Portfolios Advisors sold 40 WEX shares in Q3 2022, an estimated $6.29K.
WEX made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1779 holding.
American Portfolios Advisors first reported a position in WEX in Q2 2019 and has held it in 14 quarters since.
American Portfolios Advisors's WEX position peaked at $246K in Q4 2019.
354 funds tracked by Wall St. Rank held WEX as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.