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CXI Advisors’s WEX WEX Stock Holding History

CXI 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
2019
Q4 		$8K Buy
+36
New +$7.22K 0.02% 135

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CXI Advisors's WEX Position: Q4 2019 in Review

CXI Advisors opened a new position in WEX (WEX) in Q4 2019: 36 shares worth $8K. The stake represents 0.02% of the portfolio and ranks #135 among its holdings.

345 funds tracked by Wall St. Rank hold WEX as of Q4 2019.

  • CXI Advisors held 36 shares of WEX worth $8K as of Q4 2019.
  • WEX was a new CXI Advisors position in Q4 2019.
  • WEX made up 0.02% of CXI Advisors's portfolio in Q4 2019, its #135 holding.
  • 345 funds tracked by Wall St. Rank held WEX as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.