AIM
WEX icon

Assured Investment Management’s WEX WEX Stock Holding History

Assured Investment Management’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
2019
Q2 		– Sell
-30,713
Closed -$5.9M – 852
2019
Q1 		$5.9M Buy
30,713
+14,995
+95% +$2.53M 0.24% 128
2018
Q4 		$2.2M Buy
15,718
+104
+0.7% +$17.1K 0.08% 327
2018
Q3 		$3.13M Buy
15,614
+8,729
+127% +$1.67M 0.07% 348
2018
Q2 		$1.31M Buy
+6,885
New +$1.2M 0.03% 488
2017
Q2 		– Sell
-13,557
Closed -$1.4M – 724
2017
Q1 		$1.4M Buy
+13,557
New +$1.5M 0.05% 227
2016
Q4 		– Sell
-3,005
Closed -$325K – 703
2016
Q3 		$325K Buy
+3,005
New +$294K 0.01% 474
2016
Q2 		– Sell
-411
Closed -$34K – 699
2016
Q1 		$34K Buy
+411
New +$29.7K ﹤0.01% 575
2015
Q4 		– Sell
-895
Closed -$78K – 747
2015
Q3 		$78K Buy
+895
New +$89.2K ﹤0.01% 564

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 $5.7T 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return