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Bollard Group’s WEX WEX Stock Holding History

Bollard Group’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
Q3 		– Sell
-30
Closed -$5K – 656
2023
Q2 		$5K Buy
+30
New +$5.31K ﹤0.01% 411

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $3.45B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Bollard Group's WEX Position: Q3 2023 in Review

Bollard Group sold out of WEX (WEX) in Q3 2023, closing a stake of 30 shares — an estimated $5K sold.

Bollard Group first reported a position in WEX in Q2 2023 and held it in 1 quarter. The position peaked at $5K in Q2 2023. 411 funds tracked by Wall St. Rank hold WEX as of Q3 2023.

  • Bollard Group reported no remaining WEX position as of Q3 2023 after selling out during the quarter.
  • Bollard Group sold 30 WEX shares in Q3 2023, an estimated $5K.
  • Bollard Group first reported a position in WEX in Q2 2023 and held it in 1 quarter.
  • Bollard Group's WEX position peaked at $5K in Q2 2023.
  • 411 funds tracked by Wall St. Rank held WEX as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.