CIBC World Market’s WEX WEX Stock Holding History

CIBC World Market’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	-2,789	Closed	-$564K	–	1237
2019 Q3	$564K	Hold	2,789	–	–	﹤0.01%	769
2019 Q2	$580K	Buy	+2,789	New	+$561K	﹤0.01%	780

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

CIBC World Market's WEX Position: Q4 2019 in Review

CIBC World Market sold out of WEX (WEX) in Q4 2019, closing a stake of 2,789 shares — an estimated $564K sold.

CIBC World Market first reported a position in WEX in Q2 2019 and held it in 2 quarters. The position peaked at $580K in Q2 2019. 345 funds tracked by Wall St. Rank hold WEX as of Q4 2019.

CIBC World Market reported no remaining WEX position as of Q4 2019 after selling out during the quarter.
CIBC World Market sold 2,789 WEX shares in Q4 2019, an estimated $564K.
CIBC World Market first reported a position in WEX in Q2 2019 and held it in 2 quarters.
CIBC World Market's WEX position peaked at $580K in Q2 2019.
345 funds tracked by Wall St. Rank held WEX as of Q4 2019.

Based on CIBC World Market's 13F filing for Q4 2019, filed 13 Feb 2020.