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Cassady Schiller Wealth Management’s WEX WEX Stock Holding History

Cassady Schiller 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
2024
Q4 		$877 Buy
+5
New +$938 ﹤0.01% 828

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Cassady Schiller Wealth Management's WEX Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in WEX (WEX) in Q4 2024: 5 shares worth $877. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings.

429 funds tracked by Wall St. Rank hold WEX as of Q4 2024.

  • Cassady Schiller Wealth Management held 5 shares of WEX worth $877 as of Q4 2024.
  • WEX was a new Cassady Schiller Wealth Management position in Q4 2024.
  • WEX made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #828 holding.
  • 429 funds tracked by Wall St. Rank held WEX as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.