Baird Financial Group

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

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