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Clark Capital Management Group’s WEX WEX Stock Holding History

Clark Capital Management 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
2024
Q4 		– Sell
-18,178
Closed -$3.81M – 455
2024
Q3 		$3.81M Buy
18,178
+2,120
+13% +$395K 0.03% 211
2024
Q2 		$2.84M Buy
16,058
+780
+5% +$159K 0.02% 213
2024
Q1 		$3.63M Buy
15,278
+323
+2% +$69.5K 0.03% 205
2023
Q4 		$2.91M Buy
+14,955
New +$2.71M 0.02% 207
2017
Q1 		– Sell
-1,800
Closed -$201K – 321
2016
Q4 		$201K Buy
+1,800
New +$195K 0.01% 283

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Clark Capital Management Group's WEX Position: Q4 2024 in Review

Clark Capital Management Group sold out of WEX (WEX) in Q4 2024, closing a stake of 18,178 shares — an estimated $3.81M sold.

Clark Capital Management Group first reported a position in WEX in Q4 2016 and held it in 5 quarters. The position peaked at $3.81M in Q3 2024. 429 funds tracked by Wall St. Rank hold WEX as of Q4 2024.

  • Clark Capital Management Group reported no remaining WEX position as of Q4 2024 after selling out during the quarter.
  • Clark Capital Management Group sold 18,178 WEX shares in Q4 2024, an estimated $3.81M.
  • Clark Capital Management Group first reported a position in WEX in Q4 2016 and held it in 5 quarters.
  • Clark Capital Management Group's WEX position peaked at $3.81M in Q3 2024.
  • 429 funds tracked by Wall St. Rank held WEX as of Q4 2024.

Based on Clark Capital Management Group's 13F filing for Q4 2024, filed 14 Feb 2025.