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Bridges Investment Management’s WEX WEX Stock Holding History

Bridges Investment 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
2019
Q4 		– Sell
-1,460
Closed -$295K – 390
2019
Q3 		$295K Buy
1,460
+465
+47% +$96.3K 0.01% 369
2019
Q2 		$207K Buy
+995
New +$200K 0.01% 411

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bridges Investment Management's WEX Position: Q4 2019 in Review

Bridges Investment Management sold out of WEX (WEX) in Q4 2019, closing a stake of 1,460 shares — an estimated $295K sold.

Bridges Investment Management first reported a position in WEX in Q2 2019 and held it in 2 quarters. The position peaked at $295K in Q3 2019. 345 funds tracked by Wall St. Rank hold WEX as of Q4 2019.

  • Bridges Investment Management reported no remaining WEX position as of Q4 2019 after selling out during the quarter.
  • Bridges Investment Management sold 1,460 WEX shares in Q4 2019, an estimated $295K.
  • Bridges Investment Management first reported a position in WEX in Q2 2019 and held it in 2 quarters.
  • Bridges Investment Management's WEX position peaked at $295K in Q3 2019.
  • 345 funds tracked by Wall St. Rank held WEX as of Q4 2019.

Based on Bridges Investment Management's 13F filing for Q4 2019, filed 18 Feb 2020.