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Center for Financial Planning’s WEX WEX Stock Holding History

Center for Financial Planning’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
2022
Q3 		– Sell
-3
Closed – – 690
2022
Q2 		$0 Sell
3
-2
-40% -$327 ﹤0.01% 566
2022
Q1 		$1K Hold
5
– – ﹤0.01% 529
2021
Q4 		$1K Buy
+5
New +$764 ﹤0.01% 530
2021
Q2 		– Sell
-80
Closed -$17K – 547
2021
Q1 		$17K Buy
+80
New +$16.9K ﹤0.01% 325

Other funds holding WEX

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Center for Financial Planning's WEX Position: Q3 2022 in Review

Center for Financial Planning sold out of WEX (WEX) in Q3 2022, closing a stake of 3 shares.

Center for Financial Planning first reported a position in WEX in Q1 2021 and held it in 4 quarters. The position peaked at $17K in Q1 2021. 354 funds tracked by Wall St. Rank hold WEX as of Q3 2022.

  • Center for Financial Planning reported no remaining WEX position as of Q3 2022 after selling out during the quarter.
  • Center for Financial Planning sold 3 WEX shares in Q3 2022.
  • Center for Financial Planning first reported a position in WEX in Q1 2021 and held it in 4 quarters.
  • Center for Financial Planning's WEX position peaked at $17K in Q1 2021.
  • 354 funds tracked by Wall St. Rank held WEX as of Q3 2022.

Based on Center for Financial Planning's 13F filing for Q3 2022, filed 14 Oct 2022.