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Citizens Financial Group’s WEX WEX Stock Holding History

Citizens Financial Group’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
2020
Q2 		– Sell
-265
Closed -$28K – 1200
2020
Q1 		$28K Buy
265
+204
+334% +$38.1K ﹤0.01% 541
2019
Q4 		$13K Buy
+61
New +$12.2K ﹤0.01% 705
2018
Q1 		– Sell
-257
Closed -$36K – 530
2017
Q4 		$36K Buy
+257
New +$32.2K ﹤0.01% 348

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Citizens Financial Group's WEX Position: Q2 2020 in Review

Citizens Financial Group sold out of WEX (WEX) in Q2 2020, closing a stake of 265 shares — an estimated $28K sold.

Citizens Financial Group first reported a position in WEX in Q4 2017 and held it in 3 quarters. The position peaked at $36K in Q4 2017. 347 funds tracked by Wall St. Rank hold WEX as of Q2 2020.

  • Citizens Financial Group reported no remaining WEX position as of Q2 2020 after selling out during the quarter.
  • Citizens Financial Group sold 265 WEX shares in Q2 2020, an estimated $28K.
  • Citizens Financial Group first reported a position in WEX in Q4 2017 and held it in 3 quarters.
  • Citizens Financial Group's WEX position peaked at $36K in Q4 2017.
  • 347 funds tracked by Wall St. Rank held WEX as of Q2 2020.

Based on Citizens Financial Group's 13F filing for Q2 2020, filed 12 Aug 2020.