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Avalon Investment & Advisory’s WEX WEX Stock Holding History

Avalon Investment & Advisory’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
Q1 		– Sell
-17,836
Closed -$3.74M – 362
2019
Q4 		$3.74M Buy
+17,836
New +$3.58M 0.08% 172

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
JP Morgan Chase
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avalon Investment & Advisory's WEX Position: Q1 2020 in Review

Avalon Investment & Advisory sold out of WEX (WEX) in Q1 2020, closing a stake of 17,836 shares — an estimated $3.74M sold.

Avalon Investment & Advisory first reported a position in WEX in Q4 2019 and held it in 1 quarter. The position peaked at $3.74M in Q4 2019. 336 funds tracked by Wall St. Rank hold WEX as of Q1 2020.

  • Avalon Investment & Advisory reported no remaining WEX position as of Q1 2020 after selling out during the quarter.
  • Avalon Investment & Advisory sold 17,836 WEX shares in Q1 2020, an estimated $3.74M.
  • Avalon Investment & Advisory first reported a position in WEX in Q4 2019 and held it in 1 quarter.
  • Avalon Investment & Advisory's WEX position peaked at $3.74M in Q4 2019.
  • 336 funds tracked by Wall St. Rank held WEX as of Q1 2020.

Based on Avalon Investment & Advisory's 13F filing for Q1 2020, filed 5 May 2020.