CNA Financial’s WEX WEX Stock Holding History

CNA Financial’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
2023 Q1	–	Sell	-2,065	Closed	-$338K	–	75
2022 Q4	$338K	Sell	2,065 -1,574	-43%	-$245K	0.21%	54
2022 Q3	$462K	Sell	3,639 -209	-5%	-$32.9K	0.18%	120
2022 Q2	$599K	Hold	3,848	–	–	0.21%	106
2022 Q1	$687K	Hold	3,848	–	–	0.21%	124
2021 Q4	$540K	Hold	3,848	–	–	0.14%	152
2021 Q3	$678K	Sell	3,848 -582	-13%	-$106K	0.18%	145
2021 Q2	$859K	Hold	4,430	–	–	0.24%	127
2021 Q1	$927K	Hold	4,430	–	–	0.28%	104
2020 Q4	$902K	Hold	4,430	–	–	0.28%	104
2020 Q3	$616K	Hold	4,430	–	–	0.23%	115
2020 Q2	$731K	Buy	4,430 +1,192	+37%	+$164K	0.29%	84
2020 Q1	$339K	Buy	+3,238	New	+$604K	0.14%	89

Other funds holding WEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CNA Financial's WEX Position: Q1 2023 in Review

CNA Financial sold out of WEX (WEX) in Q1 2023, closing a stake of 2,065 shares — an estimated $338K sold.

CNA Financial first reported a position in WEX in Q1 2020 and held it in 12 quarters. The position peaked at $927K in Q1 2021. 404 funds tracked by Wall St. Rank hold WEX as of Q1 2023.

CNA Financial reported no remaining WEX position as of Q1 2023 after selling out during the quarter.
CNA Financial sold 2,065 WEX shares in Q1 2023, an estimated $338K.
CNA Financial first reported a position in WEX in Q1 2020 and held it in 12 quarters.
CNA Financial's WEX position peaked at $927K in Q1 2021.
404 funds tracked by Wall St. Rank held WEX as of Q1 2023.

Based on CNA Financial's 13F filing for Q1 2023, filed 11 May 2023.