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CSat Investment Advisory’s WEX WEX Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-270
Closed -$38K – 965
2020
Q3 		$38K Buy
270
+34
+14% +$5.33K ﹤0.01% 712
2020
Q2 		$39K Buy
236
+68
+40% +$9.33K ﹤0.01% 709
2020
Q1 		$18K Buy
168
+28
+20% +$5.23K ﹤0.01% 750
2019
Q4 		$29K Buy
140
+13
+10% +$2.61K 0.01% 700
2019
Q3 		$26K Buy
127
+23
+22% +$4.76K 0.01% 659
2019
Q2 		$22K Buy
+104
New +$20.9K 0.01% 677

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CSat Investment Advisory's WEX Position: Q4 2020 in Review

CSat Investment Advisory sold out of WEX (WEX) in Q4 2020, closing a stake of 270 shares — an estimated $38K sold.

CSat Investment Advisory first reported a position in WEX in Q2 2019 and held it in 6 quarters. The position peaked at $39K in Q2 2020. 353 funds tracked by Wall St. Rank hold WEX as of Q4 2020.

  • CSat Investment Advisory reported no remaining WEX position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 270 WEX shares in Q4 2020, an estimated $38K.
  • CSat Investment Advisory first reported a position in WEX in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's WEX position peaked at $39K in Q2 2020.
  • 353 funds tracked by Wall St. Rank held WEX as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.