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Barrett Asset Management’s WEX WEX Stock Holding History

Barrett Asset 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
2018
Q4 		– Sell
-100
Closed -$20K – 381
2018
Q3 		$20K Hold
100
– – ﹤0.01% 305
2018
Q2 		$19K Buy
+100
New +$17.4K ﹤0.01% 316

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Barrett Asset Management's WEX Position: Q4 2018 in Review

Barrett Asset Management sold out of WEX (WEX) in Q4 2018, closing a stake of 100 shares — an estimated $20K sold.

Barrett Asset Management first reported a position in WEX in Q2 2018 and held it in 2 quarters. The position peaked at $20K in Q3 2018. 344 funds tracked by Wall St. Rank hold WEX as of Q4 2018.

  • Barrett Asset Management reported no remaining WEX position as of Q4 2018 after selling out during the quarter.
  • Barrett Asset Management sold 100 WEX shares in Q4 2018, an estimated $20K.
  • Barrett Asset Management first reported a position in WEX in Q2 2018 and held it in 2 quarters.
  • Barrett Asset Management's WEX position peaked at $20K in Q3 2018.
  • 344 funds tracked by Wall St. Rank held WEX as of Q4 2018.

Based on Barrett Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.