Brinker Capital Investments’s WEX WEX Stock Holding History

Brinker Capital Investments’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
2020 Q4	–	Sell	-16,583	Closed	-$2.31M	–	1212
2020 Q3	$2.31M	Buy	+16,583	New	+$2.6M	0.04%	423

Other funds holding WEX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Brinker Capital Investments's WEX Position: Q4 2020 in Review

Brinker Capital Investments sold out of WEX (WEX) in Q4 2020, closing a stake of 16,583 shares — an estimated $2.31M sold.

Brinker Capital Investments first reported a position in WEX in Q3 2020 and held it in 1 quarter. The position peaked at $2.31M in Q3 2020. 353 funds tracked by Wall St. Rank hold WEX as of Q4 2020.

Brinker Capital Investments reported no remaining WEX position as of Q4 2020 after selling out during the quarter.
Brinker Capital Investments sold 16,583 WEX shares in Q4 2020, an estimated $2.31M.
Brinker Capital Investments first reported a position in WEX in Q3 2020 and held it in 1 quarter.
Brinker Capital Investments's WEX position peaked at $2.31M in Q3 2020.
353 funds tracked by Wall St. Rank held WEX as of Q4 2020.

Based on Brinker Capital Investments's 13F filing for Q4 2020, filed 16 Feb 2021.