AssetMark Inc
WEX icon

AssetMark Inc’s WEX WEX Stock Holding History

AssetMark Inc’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 		$6.28K Buy
41
+15
+58% +$2.35K ﹤0.01% 2480
2025
Q4 		$3.87K Buy
26
+14
+117% +$2.11K ﹤0.01% 2553
2025
Q3 		$1.89K Sell
12
-2
-14% -$331 ﹤0.01% 2641
2025
Q2 		$2.06K Sell
14
-22
-61% -$2.96K ﹤0.01% 2426
2025
Q1 		$5.65K Buy
36
+16
+80% +$2.63K ﹤0.01% 1971
2024
Q4 		$3.51K Sell
20
-7
-26% -$1.31K ﹤0.01% 2005
2024
Q3 		$5.66K Buy
27
+2
+8% +$373 ﹤0.01% 1714
2024
Q2 		$4.43K Buy
25
+18
+257% +$3.67K ﹤0.01% 1622
2024
Q1 		$1.66K Sell
7
-13
-65% -$2.8K ﹤0.01% 1607
2023
Q4 		$3.89K Buy
+20
New +$3.63K ﹤0.01% 1476
2020
Q2 		– Sell
-206
Closed -$22K – 1455
2020
Q1 		$22K Buy
+206
New +$38.5K ﹤0.01% 858

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IC
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Boston Partners
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VCM
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VPM
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