AWM
WEX icon

Avior Wealth Management’s WEX WEX Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-113
Closed -$19.8K – 2332
2024
Q4 		$19.8K Sell
113
-5
-4% -$938 ﹤0.01% 1412
2024
Q3 		$24.7K Sell
118
-5
-4% -$932 ﹤0.01% 1334
2024
Q2 		$21.8K Sell
123
-16
-12% -$3.26K ﹤0.01% 1332
2024
Q1 		$33K Buy
139
+59
+74% +$12.7K ﹤0.01% 1394
2023
Q4 		$15.6K Buy
+80
New +$14.5K ﹤0.01% 924
2021
Q4 		– Sell
-3,076
Closed -$541K – 1248
2021
Q3 		$541K Hold
3,076
– – 0.04% 300
2021
Q2 		$596K Buy
3,076
+82
+3% +$16.8K 0.06% 262
2021
Q1 		$626K Sell
2,994
-6
-0.2% -$1.27K 0.07% 252
2020
Q4 		$610K Hold
3,000
– – 0.08% 224
2020
Q3 		$416K Buy
3,000
+190
+7% +$29.8K 0.06% 274
2020
Q2 		$463K Buy
2,810
+1,270
+82% +$174K 0.07% 247
2020
Q1 		$161K Hold
1,540
– – 0.03% 370
2019
Q4 		$322K Hold
1,540
– – 0.05% 311
2019
Q3 		$311K Buy
+1,540
New +$319K 0.05% 293
2019
Q1 		– Sell
-752
Closed -$105K – 729
2018
Q4 		$105K Sell
752
-378
-33% -$62.2K 0.03% 425
2018
Q3 		$227K Sell
1,130
-415
-27% -$79.6K 0.05% 319
2018
Q2 		$294K Sell
1,545
-205
-12% -$35.7K 0.07% 252
2018
Q1 		$274K Sell
1,750
-80
-4% -$12K 0.06% 244
2017
Q4 		$258K Buy
+1,830
New +$229K 0.06% 275

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return