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Cavalier Investments’s WEX WEX Stock Holding History

Cavalier Investments’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
Q2 		– Sell
-2,249
Closed -$432K – 143
2019
Q1 		$432K Hold
2,249
– – 0.18% 98
2018
Q4 		$315K Hold
2,249
– – 0.1% 130
2018
Q3 		$452K Hold
2,249
– – 0.13% 130
2018
Q2 		$428K Buy
+2,249
New +$392K 0.14% 122

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Cavalier Investments's WEX Position: Q2 2019 in Review

Cavalier Investments sold out of WEX (WEX) in Q2 2019, closing a stake of 2,249 shares — an estimated $432K sold.

Cavalier Investments first reported a position in WEX in Q2 2018 and held it in 4 quarters. The position peaked at $452K in Q3 2018. 341 funds tracked by Wall St. Rank hold WEX as of Q2 2019.

  • Cavalier Investments reported no remaining WEX position as of Q2 2019 after selling out during the quarter.
  • Cavalier Investments sold 2,249 WEX shares in Q2 2019, an estimated $432K.
  • Cavalier Investments first reported a position in WEX in Q2 2018 and held it in 4 quarters.
  • Cavalier Investments's WEX position peaked at $452K in Q3 2018.
  • 341 funds tracked by Wall St. Rank held WEX as of Q2 2019.

Based on Cavalier Investments's 13F filing for Q2 2019, filed 31 Jul 2019.