AWS
WEX icon

Atria Wealth Solutions’s WEX WEX Stock Holding History

Atria Wealth Solutions’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
2024
Q2 		– Sell
-1,322
Closed -$314K – 2074
2024
Q1 		$314K Buy
1,322
+153
+13% +$32.9K ﹤0.01% 1529
2023
Q4 		$227K Sell
1,169
-61
-5% -$11.1K ﹤0.01% 1690
2023
Q3 		$231K Sell
1,230
-689
-36% -$133K ﹤0.01% 1591
2023
Q2 		$349K Sell
1,919
-126
-6% -$22.3K ﹤0.01% 1347
2023
Q1 		$376K Sell
2,045
-20
-1% -$3.64K 0.01% 1299
2022
Q4 		$338K Sell
2,065
-3
-0.1% -$467 0.01% 1293
2022
Q3 		$263K Buy
+2,068
New +$325K ﹤0.01% 1381

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's WEX Position: Q2 2024 in Review

Atria Wealth Solutions sold out of WEX (WEX) in Q2 2024, closing a stake of 1,322 shares — an estimated $314K sold.

Atria Wealth Solutions first reported a position in WEX in Q3 2022 and held it in 7 quarters. The position peaked at $376K in Q1 2023. 442 funds tracked by Wall St. Rank hold WEX as of Q2 2024.

  • Atria Wealth Solutions reported no remaining WEX position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,322 WEX shares in Q2 2024, an estimated $314K.
  • Atria Wealth Solutions first reported a position in WEX in Q3 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's WEX position peaked at $376K in Q1 2023.
  • 442 funds tracked by Wall St. Rank held WEX as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.