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Bowling Portfolio Management’s WEX WEX Stock Holding History

Bowling Portfolio 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
2022
Q3 		$1.14M Buy
+8,985
New +$1.41M 0.31% 118

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bowling Portfolio Management's WEX Position: Q3 2022 in Review

Bowling Portfolio Management opened a new position in WEX (WEX) in Q3 2022: 8,985 shares worth $1.14M. The stake represents 0.31% of the portfolio and ranks #118 among its holdings.

354 funds tracked by Wall St. Rank hold WEX as of Q3 2022.

  • Bowling Portfolio Management held 8,985 shares of WEX worth $1.14M as of Q3 2022.
  • WEX was a new Bowling Portfolio Management position in Q3 2022.
  • WEX made up 0.31% of Bowling Portfolio Management's portfolio in Q3 2022, its #118 holding.
  • 354 funds tracked by Wall St. Rank held WEX as of Q3 2022.

Based on Bowling Portfolio Management's 13F filing for Q3 2022, filed 4 Oct 2022.