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Baldwin Wealth Partners’s WEX WEX Stock Holding History

Baldwin Wealth Partners’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
Q3 		– Sell
-2
Closed -$354 – 1174
2024
Q2 		$354 Buy
+2
New +$408 ﹤0.01% 747

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IC
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baldwin Wealth Partners's WEX Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of WEX (WEX) in Q3 2024, closing a stake of 2 shares — an estimated $354 sold.

Baldwin Wealth Partners first reported a position in WEX in Q2 2024 and held it in 1 quarter. The position peaked at $354 in Q2 2024. 431 funds tracked by Wall St. Rank hold WEX as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining WEX position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2 WEX shares in Q3 2024, an estimated $354.
  • Baldwin Wealth Partners first reported a position in WEX in Q2 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's WEX position peaked at $354 in Q2 2024.
  • 431 funds tracked by Wall St. Rank held WEX as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.