Boit C.F. David’s WEX WEX Stock Holding History

Boit C.F. David’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	–	Sell	-1,000	Closed	-$162K	–	119
2025 Q4	$162K	Hold	1,000	–	–	0.07%	88
2025 Q3	$158K	Sell	1,000 -1,000	-50%	-$165K	0.07%	89
2025 Q2	$294K	Hold	2,000	–	–	0.14%	78
2025 Q1	$314K	Sell	2,000 -340	-15%	-$56K	0.16%	74
2024 Q4	$410K	Hold	2,340	–	–	0.17%	69
2024 Q3	$482K	Hold	2,340	–	–	0.24%	63
2024 Q2	$415K	Buy	2,340 +600	+34%	+$122K	0.22%	66
2024 Q1	$364K	Hold	1,740	–	–	0.2%	66
2023 Q4	$338K	Buy	1,740 +200	+13%	+$36.3K	0.19%	69
2023 Q3	$288K	Hold	1,540	–	–	0.2%	62
2023 Q2	$280K	Hold	1,540	–	–	0.19%	66
2023 Q1	$288K	Hold	1,540	–	–	0.2%	63
2022 Q4	$252K	Hold	1,540	–	–	0.18%	66
2022 Q3	$195K	Buy	+1,540	New	+$242K	0.16%	66
2022 Q1	$272K	Sell	1,440 -500	-26%	-$81.5K	0.18%	66
2021 Q4	$272K	Buy	1,940 +200	+11%	+$30.6K	0.17%	68
2021 Q3	$317K	Buy	1,740 +500	+40%	+$91.1K	0.22%	64
2021 Q2	$240K	Buy	+1,240	New	+$254K	0.18%	61

Other funds holding WEX

Janus Henderson Group

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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