CI
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CX Institutional’s WEX WEX Stock Holding History

CX Institutional’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
Q3 		– Sell
-67
Closed -$11K – 1132
2022
Q2 		$11K Buy
+67
New +$11K ﹤0.01% 938
2021
Q4 		– Sell
-44
Closed -$8K – 900
2021
Q3 		$8K Hold
44
– – ﹤0.01% 852
2021
Q2 		$9K Hold
44
– – ﹤0.01% 843
2021
Q1 		$9K Hold
44
– – ﹤0.01% 782
2020
Q4 		$9K Buy
44
+8
+22% +$1.35K ﹤0.01% 742
2020
Q3 		$5K Sell
36
-6
-14% -$940 ﹤0.01% 756
2020
Q2 		$7K Buy
42
+6
+17% +$823 ﹤0.01% 631
2020
Q1 		$4K Hold
36
– – ﹤0.01% 594
2019
Q4 		$8K Hold
36
– – ﹤0.01% 477
2019
Q3 		$7K Buy
+36
New +$7.46K ﹤0.01% 525

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

CX Institutional's WEX Position: Q3 2022 in Review

CX Institutional sold out of WEX (WEX) in Q3 2022, closing a stake of 67 shares — an estimated $11K sold.

CX Institutional first reported a position in WEX in Q3 2019 and held it in 10 quarters. The position peaked at $11K in Q2 2022. 354 funds tracked by Wall St. Rank hold WEX as of Q3 2022.

  • CX Institutional reported no remaining WEX position as of Q3 2022 after selling out during the quarter.
  • CX Institutional sold 67 WEX shares in Q3 2022, an estimated $11K.
  • CX Institutional first reported a position in WEX in Q3 2019 and held it in 10 quarters.
  • CX Institutional's WEX position peaked at $11K in Q2 2022.
  • 354 funds tracked by Wall St. Rank held WEX as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.