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Capital Advisors Ltd’s WEX WEX Stock Holding History

Capital Advisors Ltd’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 		$6K Hold
38
– – ﹤0.01% 939
2025
Q4 		$6K Hold
38
– – ﹤0.01% 924
2025
Q3 		$6K Hold
38
– – ﹤0.01% 906
2025
Q2 		$6K Hold
38
– – ﹤0.01% 910
2025
Q1 		$6K Hold
38
– – ﹤0.01% 902
2024
Q4 		$7K Hold
38
– – ﹤0.01% 888
2024
Q3 		$8K Sell
38
-3
-7% -$559 ﹤0.01% 837
2024
Q2 		$7K Buy
41
+3
+8% +$612 ﹤0.01% 858
2024
Q1 		$9K Hold
38
– – ﹤0.01% 749
2023
Q4 		$7K Hold
38
– – ﹤0.01% 772
2023
Q3 		$7K Hold
38
– – ﹤0.01% 751
2023
Q2 		$7K Buy
38
+33
+660% +$5.84K ﹤0.01% 767
2023
Q1 		$1K Sell
5
-38
-88% -$6.92K ﹤0.01% 1141
2022
Q4 		$1K Buy
43
+42
+4,200% +$6.54K ﹤0.01% 1125
2022
Q3 		$0 Sell
1
-2
-67% -$314 ﹤0.01% 1554
2022
Q2 		$0 Buy
+3
New +$491 ﹤0.01% 1354

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
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