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Burney Company’s WEX WEX Stock Holding History

Burney Company’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 		– Sell
-2,344
Closed -$349K – 660
2025
Q4 		$349K Sell
2,344
-14,651
-86% -$2.21M 0.01% 505
2025
Q3 		$2.68M Buy
+16,995
New +$2.81M 0.09% 201
2025
Q1 		– Sell
-1,264
Closed -$222K – 605
2024
Q4 		$222K Sell
1,264
-15,263
-92% -$2.86M 0.01% 562
2024
Q3 		$3.47M Sell
16,527
-275
-2% -$51.3K 0.12% 165
2024
Q2 		$2.98M Buy
16,802
+382
+2% +$77.9K 0.11% 184
2024
Q1 		$3.9M Sell
16,420
-12,212
-43% -$2.63M 0.15% 163
2023
Q4 		$5.57M Buy
28,632
+7,512
+36% +$1.36M 0.23% 110
2023
Q3 		$3.97M Buy
21,120
+11,983
+131% +$2.31M 0.19% 144
2023
Q2 		$1.66M Buy
+9,137
New +$1.62M 0.08% 254

Other funds holding WEX

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PCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return