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Archer Investment Corporation’s WEX WEX Stock Holding History

Archer Investment Corporation’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
2020
Q4 		– Sell
-50
Closed -$6.95K – 758
2020
Q3 		$6.95K Hold
50
– – ﹤0.01% 475
2020
Q2 		$8.25K Sell
50
-160
-76% -$22K ﹤0.01% 455
2020
Q1 		$22K Buy
210
+50
+31% +$9.33K 0.01% 345
2019
Q4 		$34K Buy
+160
New +$32.1K 0.02% 303

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Archer Investment Corporation's WEX Position: Q4 2020 in Review

Archer Investment Corporation sold out of WEX (WEX) in Q4 2020, closing a stake of 50 shares — an estimated $6.95K sold.

Archer Investment Corporation first reported a position in WEX in Q4 2019 and held it in 4 quarters. The position peaked at $34K in Q4 2019. 353 funds tracked by Wall St. Rank hold WEX as of Q4 2020.

  • Archer Investment Corporation reported no remaining WEX position as of Q4 2020 after selling out during the quarter.
  • Archer Investment Corporation sold 50 WEX shares in Q4 2020, an estimated $6.95K.
  • Archer Investment Corporation first reported a position in WEX in Q4 2019 and held it in 4 quarters.
  • Archer Investment Corporation's WEX position peaked at $34K in Q4 2019.
  • 353 funds tracked by Wall St. Rank held WEX as of Q4 2020.

Based on Archer Investment Corporation's 13F filing for Q4 2020, filed 11 Feb 2021.