Certified Advisory Corp’s WEX WEX Stock Holding History

Certified Advisory Corp’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 Q4	–	Sell	-80	Closed	-$16K	–	852
2019 Q3	$16K	Buy	+80	New	+$16.6K	0.01%	523

Other funds holding WEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Certified Advisory Corp's WEX Position: Q4 2019 in Review

Certified Advisory Corp sold out of WEX (WEX) in Q4 2019, closing a stake of 80 shares — an estimated $16K sold.

Certified Advisory Corp first reported a position in WEX in Q3 2019 and held it in 1 quarter. The position peaked at $16K in Q3 2019. 345 funds tracked by Wall St. Rank hold WEX as of Q4 2019.

Certified Advisory Corp reported no remaining WEX position as of Q4 2019 after selling out during the quarter.
Certified Advisory Corp sold 80 WEX shares in Q4 2019, an estimated $16K.
Certified Advisory Corp first reported a position in WEX in Q3 2019 and held it in 1 quarter.
Certified Advisory Corp's WEX position peaked at $16K in Q3 2019.
345 funds tracked by Wall St. Rank held WEX as of Q4 2019.

Based on Certified Advisory Corp's 13F filing for Q4 2019, filed 29 Jan 2020.