CFO
WEX icon

CVA Family Office’s WEX WEX Stock Holding History

CVA Family Office’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
2026
Q1 		$6.43K Buy
+42
New +$6.57K ﹤0.01% 1144
2025
Q2 		– Sell
-3
Closed -$471 – 1462
2025
Q1 		$471 Buy
+3
New +$494 ﹤0.01% 1308
2023
Q2 		– Sell
-5
Closed -$919 – 1074
2023
Q1 		$919 Buy
+5
New +$911 ﹤0.01% 909
2022
Q4 		– Sell
-250
Closed -$32K – 1013
2022
Q3 		$32K Hold
250
– – 0.01% 457
2022
Q2 		$39K Sell
250
-30
-11% -$4.91K 0.01% 419
2022
Q1 		$50K Buy
280
+55
+24% +$8.97K 0.01% 403
2021
Q4 		$32K Buy
+225
New +$34.4K 0.01% 444
2021
Q2 		– Sell
-15
Closed -$3K – 986
2021
Q1 		$3K Buy
+15
New +$3.17K ﹤0.01% 691

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return