AAS
WEX icon

Avantax Advisory Services’s WEX WEX Stock Holding History

Avantax Advisory Services’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
Q4 		– Sell
-1,491
Closed -$313K – 2272
2024
Q3 		$313K Buy
1,491
+14
+0.9% +$2.61K ﹤0.01% 1718
2024
Q2 		$262K Buy
+1,477
New +$301K ﹤0.01% 1789

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Avantax Advisory Services's WEX Position: Q4 2024 in Review

Avantax Advisory Services sold out of WEX (WEX) in Q4 2024, closing a stake of 1,491 shares — an estimated $313K sold.

Avantax Advisory Services first reported a position in WEX in Q2 2024 and held it in 2 quarters. The position peaked at $313K in Q3 2024. 429 funds tracked by Wall St. Rank hold WEX as of Q4 2024.

  • Avantax Advisory Services reported no remaining WEX position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 1,491 WEX shares in Q4 2024, an estimated $313K.
  • Avantax Advisory Services first reported a position in WEX in Q2 2024 and held it in 2 quarters.
  • Avantax Advisory Services's WEX position peaked at $313K in Q3 2024.
  • 429 funds tracked by Wall St. Rank held WEX as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.