Atwood & Palmer’s WEX WEX Stock Holding History

Atwood & Palmer’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
2023 Q4	–	Sell	-2	Closed	-$377	–	436
2023 Q3	$377	Buy	+2	New	+$386	﹤0.01%	388

Other funds holding WEX

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Atwood & Palmer's WEX Position: Q4 2023 in Review

Atwood & Palmer sold out of WEX (WEX) in Q4 2023, closing a stake of 2 shares — an estimated $377 sold.

Atwood & Palmer first reported a position in WEX in Q3 2023 and held it in 1 quarter. The position peaked at $377 in Q3 2023. 417 funds tracked by Wall St. Rank hold WEX as of Q4 2023.

Atwood & Palmer reported no remaining WEX position as of Q4 2023 after selling out during the quarter.
Atwood & Palmer sold 2 WEX shares in Q4 2023, an estimated $377.
Atwood & Palmer first reported a position in WEX in Q3 2023 and held it in 1 quarter.
Atwood & Palmer's WEX position peaked at $377 in Q3 2023.
417 funds tracked by Wall St. Rank held WEX as of Q4 2023.

Based on Atwood & Palmer's 13F filing for Q4 2023, filed 12 Jan 2024.