Baird Financial Group
WEX icon

Baird Financial Group’s WEX WEX Stock Holding History

Baird Financial Group’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
2022
Q3 		– Sell
-2,690
Closed -$419K – 1850
2022
Q2 		$419K Buy
2,690
+11
+0.4% +$1.8K ﹤0.01% 1412
2022
Q1 		$478K Sell
2,679
-88
-3% -$14.4K ﹤0.01% 1425
2021
Q4 		$388K Hold
2,767
– – ﹤0.01% 1578
2021
Q3 		$487K Buy
+2,767
New +$504K ﹤0.01% 1476
2020
Q3 		– Sell
-9,405
Closed -$1.55M – 1581
2020
Q2 		$1.55M Sell
9,405
-200
-2% -$27.4K 0.01% 796
2020
Q1 		$1M Buy
+9,605
New +$1.79M ﹤0.01% 890
2017
Q2 		– Sell
-2,060
Closed -$213K – 1257
2017
Q1 		$213K Sell
2,060
-63
-3% -$6.99K ﹤0.01% 1153
2016
Q4 		$237K Buy
2,123
+100
+5% +$10.8K ﹤0.01% 1103
2016
Q3 		$219K Buy
+2,023
New +$198K ﹤0.01% 1124
2016
Q2 		– Sell
-2,745
Closed -$229K – 1259
2016
Q1 		$229K Hold
2,745
– – ﹤0.01% 1119
2015
Q4 		$243K Hold
2,745
– – ﹤0.01% 1115
2015
Q3 		$238K Hold
2,745
– – ﹤0.01% 1111
2015
Q2 		$313K Buy
+2,745
New +$312K ﹤0.01% 1110

Other funds holding WEX

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Baird Financial Group's WEX Position: Q3 2022 in Review

Baird Financial Group sold out of WEX (WEX) in Q3 2022, closing a stake of 2,690 shares — an estimated $419K sold.

Baird Financial Group first reported a position in WEX in Q2 2015 and held it in 13 quarters. The position peaked at $1.55M in Q2 2020. 354 funds tracked by Wall St. Rank hold WEX as of Q3 2022.

  • Baird Financial Group reported no remaining WEX position as of Q3 2022 after selling out during the quarter.
  • Baird Financial Group sold 2,690 WEX shares in Q3 2022, an estimated $419K.
  • Baird Financial Group first reported a position in WEX in Q2 2015 and held it in 13 quarters.
  • Baird Financial Group's WEX position peaked at $1.55M in Q2 2020.
  • 354 funds tracked by Wall St. Rank held WEX as of Q3 2022.

Based on Baird Financial Group's 13F filing for Q3 2022, filed 15 Nov 2022.