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Bell Investment Advisors’s WEX WEX Stock Holding History

Bell Investment 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
2026
Q1 		$1.23K Hold
8
– – ﹤0.01% 1492
2025
Q4 		$1.19K Hold
8
– – ﹤0.01% 1499
2025
Q3 		$1.26K Hold
8
– – ﹤0.01% 1499
2025
Q2 		$1.18K Sell
8
-22
-73% -$2.96K ﹤0.01% 1540
2025
Q1 		$4.71K Hold
30
– – ﹤0.01% 939
2024
Q4 		$5.26K Hold
30
– – ﹤0.01% 909
2024
Q3 		$6.29K Hold
30
– – ﹤0.01% 816
2024
Q2 		$5.32K Buy
30
+10
+50% +$2.04K ﹤0.01% 892
2024
Q1 		$4.75K Hold
20
– – ﹤0.01% 951
2023
Q4 		$3.89K Sell
20
-4
-17% -$725 ﹤0.01% 1003
2023
Q3 		$4.51K Sell
24
-4
-14% -$772 ﹤0.01% 864
2023
Q2 		$5.1K Hold
28
– – ﹤0.01% 813
2023
Q1 		$5.15K Hold
28
– – ﹤0.01% 773
2022
Q4 		$4.58K Sell
28
-3
-10% -$467 ﹤0.01% 858
2022
Q3 		$4K Buy
31
+4
+15% +$629 ﹤0.01% 849
2022
Q2 		$4K Buy
+27
New +$4.42K ﹤0.01% 865
2021
Q4 		$4K Buy
30
+9
+43% +$1.38K ﹤0.01% 913
2021
Q3 		$4K Buy
+21
New +$3.83K ﹤0.01% 844

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return