Berman Capital Advisors’s WEX WEX Stock Holding History

Berman Capital 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
2021 Q3	$72K	Buy	414 +145	+54%	+$26.4K	0.01%	543
2021 Q2	$52K	Buy	269 +10	+4%	+$2.05K	0.01%	562
2021 Q1	$54K	Buy	259 +77	+42%	+$16.3K	0.01%	456
2020 Q4	$37K	Buy	182 +10	+6%	+$1.68K	0.01%	493
2020 Q3	$23K	Buy	172 +7	+4%	+$1.1K	0.01%	544
2020 Q2	$27K	Buy	165 +142	+617%	+$19.5K	0.01%	469
2020 Q1	$2K	Buy	23 +9	+64%	+$1.68K	﹤0.01%	1195
2019 Q4	$2K	Hold	14	–	–	﹤0.01%	1259
2019 Q3	$2K	Hold	14	–	–	﹤0.01%	1241
2019 Q2	$2K	Hold	14	–	–	﹤0.01%	1243
2019 Q1	$2K	Buy	+14	New	+$2.37K	﹤0.01%	1140

Other funds holding WEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Berman Capital Advisors's WEX Position: Q3 2021 in Review

Berman Capital Advisors increased its WEX (WEX) stake by 54% in Q3 2021, buying an estimated $26.4K and bringing the position to 414 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #543.

Berman Capital Advisors first reported a position in WEX in Q1 2019 and has held it in 11 quarters since. 333 funds tracked by Wall St. Rank hold WEX as of Q3 2021.

Berman Capital Advisors held 414 shares of WEX worth $72K as of Q3 2021.
Berman Capital Advisors bought 145 WEX shares in Q3 2021, an estimated $26.4K.
WEX made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #543 holding.
Berman Capital Advisors first reported a position in WEX in Q1 2019 and has held it in 11 quarters since.
333 funds tracked by Wall St. Rank held WEX as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.