Crewe Advisors’s WEX WEX Stock Holding History

Crewe 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
2022 Q4	–	Sell	-66	Closed	-$8K	–	1299
2022 Q3	$8K	Buy	66 +23	+53%	+$3.62K	﹤0.01%	740
2022 Q2	$7K	Buy	+43	New	+$7.04K	﹤0.01%	701

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 $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Crewe Advisors's WEX Position: Q4 2022 in Review

Crewe Advisors sold out of WEX (WEX) in Q4 2022, closing a stake of 66 shares — an estimated $8K sold.

Crewe Advisors first reported a position in WEX in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 364 funds tracked by Wall St. Rank hold WEX as of Q4 2022.

Crewe Advisors reported no remaining WEX position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 66 WEX shares in Q4 2022, an estimated $8K.
Crewe Advisors first reported a position in WEX in Q2 2022 and held it in 2 quarters.
Crewe Advisors's WEX position peaked at $8K in Q3 2022.
364 funds tracked by Wall St. Rank held WEX as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.