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Bison Wealth’s WEX WEX Stock Holding History

Bison Wealth’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
Q1 		– Sell
-1,430
Closed -$291K – 482
2020
Q4 		$291K Buy
+1,430
New +$241K 0.14% 172

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bison Wealth's WEX Position: Q1 2021 in Review

Bison Wealth sold out of WEX (WEX) in Q1 2021, closing a stake of 1,430 shares — an estimated $291K sold.

Bison Wealth first reported a position in WEX in Q4 2020 and held it in 1 quarter. The position peaked at $291K in Q4 2020. 361 funds tracked by Wall St. Rank hold WEX as of Q1 2021.

  • Bison Wealth reported no remaining WEX position as of Q1 2021 after selling out during the quarter.
  • Bison Wealth sold 1,430 WEX shares in Q1 2021, an estimated $291K.
  • Bison Wealth first reported a position in WEX in Q4 2020 and held it in 1 quarter.
  • Bison Wealth's WEX position peaked at $291K in Q4 2020.
  • 361 funds tracked by Wall St. Rank held WEX as of Q1 2021.

Based on Bison Wealth's 13F filing for Q1 2021, filed 5 May 2021.