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Cetera Advisors’s WEX WEX Stock Holding History

Cetera Advisors’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 		$327K Buy
+1,376
New +$296K ﹤0.01% 1882

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 Advisors's WEX Position: Q1 2024 in Review

Cetera Advisors opened a new position in WEX (WEX) in Q1 2024: 1,376 shares worth $327K. The stake represents ﹤0.01% of the portfolio and ranks #1882 among its holdings.

422 funds tracked by Wall St. Rank hold WEX as of Q1 2024.

  • Cetera Advisors held 1,376 shares of WEX worth $327K as of Q1 2024.
  • WEX was a new Cetera Advisors position in Q1 2024.
  • WEX made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1882 holding.
  • 422 funds tracked by Wall St. Rank held WEX as of Q1 2024.

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