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Beacon Capital Management LLC (Tennessee)’s WEX WEX Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025
Q1 		– Sell
-49
Closed -$8.59K – 1189
2024
Q4 		$8.59K Hold
49
– – ﹤0.01% 623
2024
Q3 		$10.3K Hold
49
– – ﹤0.01% 638
2024
Q2 		$8.68K Hold
49
– – ﹤0.01% 599
2024
Q1 		$11.6K Hold
49
– – ﹤0.01% 551
2023
Q4 		$9.22K Hold
49
– – ﹤0.01% 541
2023
Q3 		$8.92K Hold
49
– – ﹤0.01% 588
2023
Q2 		$8.92K Hold
49
– – ﹤0.01% 588
2023
Q1 		$9.01K Hold
49
– – ﹤0.01% 517
2022
Q4 		$8.02K Hold
49
– – ﹤0.01% 550
2022
Q3 		$8K Hold
49
– – ﹤0.01% 525
2022
Q2 		$9K Hold
49
– – ﹤0.01% 552
2022
Q1 		$9K Buy
+49
New +$7.99K ﹤0.01% 552

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s WEX Position: Q1 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of WEX (WEX) in Q1 2025, closing a stake of 49 shares — an estimated $8.59K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in WEX in Q1 2022 and held it in 12 quarters. The position peaked at $11.6K in Q1 2024. 423 funds tracked by Wall St. Rank hold WEX as of Q1 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining WEX position as of Q1 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 49 WEX shares in Q1 2025, an estimated $8.59K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in WEX in Q1 2022 and held it in 12 quarters.
  • Beacon Capital Management LLC (Tennessee)'s WEX position peaked at $11.6K in Q1 2024.
  • 423 funds tracked by Wall St. Rank held WEX as of Q1 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2025, filed 21 Apr 2025.