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Congress Asset Management’s WEX WEX Stock Holding History

Congress Asset Management’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
Q1 		– Sell
-402,436
Closed -$84.3M – 358
2019
Q4 		$84.3M Buy
+402,436
New +$80.7M 1.03% 42

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Congress Asset Management's WEX Position: Q1 2020 in Review

Congress Asset Management sold out of WEX (WEX) in Q1 2020, closing a stake of 402,436 shares — an estimated $84.3M sold.

Congress Asset Management first reported a position in WEX in Q4 2019 and held it in 1 quarter. The position peaked at $84.3M in Q4 2019. 336 funds tracked by Wall St. Rank hold WEX as of Q1 2020.

  • Congress Asset Management reported no remaining WEX position as of Q1 2020 after selling out during the quarter.
  • Congress Asset Management sold 402,436 WEX shares in Q1 2020, an estimated $84.3M.
  • Congress Asset Management first reported a position in WEX in Q4 2019 and held it in 1 quarter.
  • Congress Asset Management's WEX position peaked at $84.3M in Q4 2019.
  • 336 funds tracked by Wall St. Rank held WEX as of Q1 2020.

Based on Congress Asset Management's 13F filing for Q1 2020, filed 21 Apr 2020.