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BDO Wealth Advisors’s WEX WEX Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		– Sell
-5
Closed -$920 – 1065
2023
Q1 		$920 Hold
5
– – ﹤0.01% 967
2022
Q4 		$818 Hold
5
– – ﹤0.01% 917
2022
Q3 		$1K Hold
5
– – ﹤0.01% 1005
2022
Q2 		$1K Hold
5
– – ﹤0.01% 1018
2022
Q1 		$1K Sell
5
-15
-75% -$2.45K ﹤0.01% 1033
2021
Q4 		$3K Hold
20
– – ﹤0.01% 921
2021
Q3 		$4K Sell
20
-15
-43% -$2.73K ﹤0.01% 889
2021
Q2 		$7K Buy
35
+30
+600% +$6.15K ﹤0.01% 825
2021
Q1 		$1K Hold
5
– – ﹤0.01% 1116
2020
Q4 		$1K Hold
5
– – ﹤0.01% 892
2020
Q3 		$1K Buy
+5
New +$784 ﹤0.01% 834

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

BDO Wealth Advisors's WEX Position: Q2 2023 in Review

BDO Wealth Advisors sold out of WEX (WEX) in Q2 2023, closing a stake of 5 shares — an estimated $920 sold.

BDO Wealth Advisors first reported a position in WEX in Q3 2020 and held it in 11 quarters. The position peaked at $7K in Q2 2021. 407 funds tracked by Wall St. Rank hold WEX as of Q2 2023.

  • BDO Wealth Advisors reported no remaining WEX position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 5 WEX shares in Q2 2023, an estimated $920.
  • BDO Wealth Advisors first reported a position in WEX in Q3 2020 and held it in 11 quarters.
  • BDO Wealth Advisors's WEX position peaked at $7K in Q2 2021.
  • 407 funds tracked by Wall St. Rank held WEX as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.