BGAI
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Bruce G. Allen Investments’s WEX WEX Stock Holding History

Bruce G. Allen 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
2026
Q1 		$765 Buy
5
+1
+25% +$156 ﹤0.01% 886
2025
Q4 		$596 Hold
4
– – ﹤0.01% 935
2025
Q3 		$630 Hold
4
– – ﹤0.01% 923
2025
Q2 		$588 Sell
4
-14
-78% -$1.88K ﹤0.01% 923
2025
Q1 		$2.83K Sell
18
-1
-5% -$165 ﹤0.01% 648
2024
Q4 		$3.33K Buy
19
+1
+6% +$188 ﹤0.01% 638
2024
Q3 		$3.77K Hold
18
– – ﹤0.01% 624
2024
Q2 		$3.19K Hold
18
– – ﹤0.01% 625
2024
Q1 		$4.28K Sell
18
-4
-18% -$861 ﹤0.01% 616
2023
Q4 		$4.28K Buy
+22
New +$3.99K ﹤0.01% 613

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IC
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Boston Partners
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VCM
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VPM
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AQR Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return