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EA Series Trust’s WEX WEX Stock Holding History

EA Series Trust’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
Q2 		$860K Buy
+4,722
New +$836K 0.03% 650

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
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 $3.45B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

EA Series Trust's WEX Position: Q2 2023 in Review

EA Series Trust opened a new position in WEX (WEX) in Q2 2023: 4,722 shares worth $860K. The stake represents 0.03% of the portfolio and ranks #650 among its holdings.

407 funds tracked by Wall St. Rank hold WEX as of Q2 2023.

  • EA Series Trust held 4,722 shares of WEX worth $860K as of Q2 2023.
  • WEX was a new EA Series Trust position in Q2 2023.
  • WEX made up 0.03% of EA Series Trust's portfolio in Q2 2023, its #650 holding.
  • 407 funds tracked by Wall St. Rank held WEX as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.