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Belpointe Asset Management’s WEX WEX Stock Holding History

Belpointe 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
2023
Q2 		– Sell
-2,187
Closed -$402K – 3362
2023
Q1 		$402K Buy
2,187
+213
+11% +$38.8K 0.02% 636
2022
Q4 		$323K Buy
1,974
+16
+0.8% +$2.49K 0.02% 702
2022
Q3 		$249K Sell
1,958
-292
-13% -$45.9K 0.02% 754
2022
Q2 		$350K Sell
2,250
-50
-2% -$8.19K 0.02% 622
2022
Q1 		$410K Sell
2,300
-50
-2% -$8.15K 0.02% 605
2021
Q4 		$330K Sell
2,350
-400
-15% -$61.1K 0.02% 668
2021
Q3 		$484K Sell
2,750
-50
-2% -$9.11K 0.03% 522
2021
Q2 		$543K Hold
2,800
– – 0.04% 474
2021
Q1 		$586K Sell
2,800
-1,150
-29% -$243K 0.05% 383
2020
Q4 		$804K Sell
3,950
-300
-7% -$50.5K 0.07% 296
2020
Q3 		$591K Sell
4,250
-400
-9% -$62.7K 0.07% 302
2020
Q2 		$767K Buy
4,650
+550
+13% +$75.5K 0.1% 213
2020
Q1 		$429K Buy
+4,100
New +$765K 0.08% 266

Other funds holding WEX

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BlackRock
BlackRock New York $5.7T 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 $3.44B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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