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BB&T Securities’s WEX WEX Stock Holding History

BB&T Securities’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
2019
Q3 		$660K Buy
3,312
+65
+2% +$13.5K 0.01% 982
2019
Q2 		$675K Buy
3,247
+67
+2% +$13.5K 0.01% 977
2019
Q1 		$610K Buy
3,180
+885
+39% +$150K 0.01% 991
2018
Q4 		$321K Buy
2,295
+300
+15% +$49.4K ﹤0.01% 1167
2018
Q3 		$400K Buy
+1,995
New +$383K ﹤0.01% 1192
2017
Q3 		– Sell
-2,345
Closed -$244K – 1461
2017
Q2 		$244K Buy
+2,345
New +$241K ﹤0.01% 1224

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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

BB&T Securities's WEX Position: Q3 2019 in Review

BB&T Securities increased its WEX (WEX) stake by 2% in Q3 2019, buying an estimated $13.5K and bringing the position to 3,312 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #982.

BB&T Securities first reported a position in WEX in Q2 2017 and has held it in 6 quarters since. The position peaked at $675K in Q2 2019. 345 funds tracked by Wall St. Rank hold WEX as of Q3 2019.

  • BB&T Securities held 3,312 shares of WEX worth $660K as of Q3 2019.
  • BB&T Securities bought 65 WEX shares in Q3 2019, an estimated $13.5K.
  • WEX made up 0.01% of BB&T Securities's portfolio in Q3 2019, its #982 holding.
  • BB&T Securities first reported a position in WEX in Q2 2017 and has held it in 6 quarters since.
  • BB&T Securities's WEX position peaked at $675K in Q2 2019.
  • 345 funds tracked by Wall St. Rank held WEX as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.