Claar Advisors’s WEX WEX Stock Holding History

Claar 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
2019 Q4	–	Sell	-1,225	Closed	-$248K	–	33
2019 Q3	$248K	Sell	1,225 -1,225	-50%	-$254K	0.11%	28
2019 Q2	$510K	Buy	+2,450	New	+$493K	0.23%	29

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

Claar Advisors's WEX Position: Q4 2019 in Review

Claar Advisors sold out of WEX (WEX) in Q4 2019, closing a stake of 1,225 shares — an estimated $248K sold.

Claar Advisors first reported a position in WEX in Q2 2019 and held it in 2 quarters. The position peaked at $510K in Q2 2019. 345 funds tracked by Wall St. Rank hold WEX as of Q4 2019.

Claar Advisors reported no remaining WEX position as of Q4 2019 after selling out during the quarter.
Claar Advisors sold 1,225 WEX shares in Q4 2019, an estimated $248K.
Claar Advisors first reported a position in WEX in Q2 2019 and held it in 2 quarters.
Claar Advisors's WEX position peaked at $510K in Q2 2019.
345 funds tracked by Wall St. Rank held WEX as of Q4 2019.

Based on Claar Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.