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Calamos Wealth Management’s WEX WEX Stock Holding History

Calamos Wealth 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
2020
Q1 		– Sell
-1,162
Closed -$243K – 260
2019
Q4 		$243K Sell
1,162
-115
-9% -$23.1K 0.03% 215
2019
Q3 		$258K Hold
1,277
– – 0.03% 203
2019
Q2 		$266K Sell
1,277
-150
-11% -$30.2K 0.04% 207
2019
Q1 		$274K Sell
1,427
-39
-3% -$6.59K 0.04% 191
2018
Q4 		$205K Buy
+1,466
New +$241K 0.03% 208

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Calamos Wealth Management's WEX Position: Q1 2020 in Review

Calamos Wealth Management sold out of WEX (WEX) in Q1 2020, closing a stake of 1,162 shares — an estimated $243K sold.

Calamos Wealth Management first reported a position in WEX in Q4 2018 and held it in 5 quarters. The position peaked at $274K in Q1 2019. 336 funds tracked by Wall St. Rank hold WEX as of Q1 2020.

  • Calamos Wealth Management reported no remaining WEX position as of Q1 2020 after selling out during the quarter.
  • Calamos Wealth Management sold 1,162 WEX shares in Q1 2020, an estimated $243K.
  • Calamos Wealth Management first reported a position in WEX in Q4 2018 and held it in 5 quarters.
  • Calamos Wealth Management's WEX position peaked at $274K in Q1 2019.
  • 336 funds tracked by Wall St. Rank held WEX as of Q1 2020.

Based on Calamos Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.