Calamos Advisors
WEX icon

Calamos Advisors’s WEX WEX Stock Holding History

Calamos Advisors’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
Q1 		– Sell
-3,270
Closed -$458K – 723
2018
Q4 		$458K Buy
3,270
+1,800
+122% +$296K ﹤0.01% 590
2018
Q3 		$295K Buy
+1,470
New +$282K ﹤0.01% 647
2014
Q1 		– Sell
-7,005
Closed -$694K – 668
2013
Q4 		$694K Buy
+7,005
New +$658K ﹤0.01% 556

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Calamos Advisors's WEX Position: Q1 2019 in Review

Calamos Advisors sold out of WEX (WEX) in Q1 2019, closing a stake of 3,270 shares — an estimated $458K sold.

Calamos Advisors first reported a position in WEX in Q4 2013 and held it in 3 quarters. The position peaked at $694K in Q4 2013. 339 funds tracked by Wall St. Rank hold WEX as of Q1 2019.

  • Calamos Advisors reported no remaining WEX position as of Q1 2019 after selling out during the quarter.
  • Calamos Advisors sold 3,270 WEX shares in Q1 2019, an estimated $458K.
  • Calamos Advisors first reported a position in WEX in Q4 2013 and held it in 3 quarters.
  • Calamos Advisors's WEX position peaked at $694K in Q4 2013.
  • 339 funds tracked by Wall St. Rank held WEX as of Q1 2019.

Based on Calamos Advisors's 13F filing for Q1 2019, filed 12 Apr 2019.