DI
WEX icon

Disciplined Investments’s WEX WEX Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-14
Closed -$2.55K – 1546
2023
Q2 		$2.55K Sell
14
-1
-7% -$177 ﹤0.01% 567
2023
Q1 		$2.76K Buy
15
+12
+400% +$2.19K ﹤0.01% 550
2022
Q4 		$491 Sell
3
-8
-73% -$1.25K ﹤0.01% 1196
2022
Q3 		$1K Hold
11
– – ﹤0.01% 1133
2022
Q2 		$2K Buy
11
+1
+10% +$164 ﹤0.01% 760
2022
Q1 		$2K Hold
10
– – ﹤0.01% 815
2021
Q4 		$1K Hold
10
– – ﹤0.01% 480
2021
Q3 		$2K Hold
10
– – ﹤0.01% 406
2021
Q2 		$2K Hold
10
– – ﹤0.01% 389
2021
Q1 		$2K Buy
+10
New +$2.11K ﹤0.01% 347

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return