Bank Julius Baer & Co’s WEX WEX Stock Holding History

Bank Julius Baer & Co’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
2020 Q4	–	Sell	-4,686	Closed	-$651K	–	858
2020 Q3	$651K	Buy	+4,686	New	+$734K	0.01%	348

Other funds holding WEX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank Julius Baer & Co's WEX Position: Q4 2020 in Review

Bank Julius Baer & Co sold out of WEX (WEX) in Q4 2020, closing a stake of 4,686 shares — an estimated $651K sold.

Bank Julius Baer & Co first reported a position in WEX in Q3 2020 and held it in 1 quarter. The position peaked at $651K in Q3 2020. 353 funds tracked by Wall St. Rank hold WEX as of Q4 2020.

Bank Julius Baer & Co reported no remaining WEX position as of Q4 2020 after selling out during the quarter.
Bank Julius Baer & Co sold 4,686 WEX shares in Q4 2020, an estimated $651K.
Bank Julius Baer & Co first reported a position in WEX in Q3 2020 and held it in 1 quarter.
Bank Julius Baer & Co's WEX position peaked at $651K in Q3 2020.
353 funds tracked by Wall St. Rank held WEX as of Q4 2020.

Based on Bank Julius Baer & Co's 13F filing for Q4 2020, filed 12 Feb 2021.