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Cetera Advisor Networks’s WEX WEX Stock Holding History

Cetera Advisor Networks’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
Q1 		$2.73M Buy
+11,511
New +$2.48M 0.01% 875
2020
Q3 		– Sell
-399
Closed -$66K – 3011
2020
Q2 		$66K Buy
+399
New +$54.8K ﹤0.01% 1755

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Cetera Advisor Networks's WEX Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in WEX (WEX) in Q1 2024: 11,511 shares worth $2.73M. The stake represents 0.01% of the portfolio and ranks #875 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in WEX as recently as Q2 2020.

Cetera Advisor Networks first reported a position in WEX in Q2 2020 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold WEX as of Q1 2024.

  • Cetera Advisor Networks held 11,511 shares of WEX worth $2.73M as of Q1 2024.
  • WEX was a new Cetera Advisor Networks position in Q1 2024.
  • WEX made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #875 holding.
  • Cetera Advisor Networks first reported a position in WEX in Q2 2020 and has held it in 2 quarters since.
  • 422 funds tracked by Wall St. Rank held WEX as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.