Emerald Advisers’s WEX WEX Stock Holding History

Emerald Advisers’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
2020 Q1	–	Sell	-4,130	Closed	-$865K	–	320
2019 Q4	$865K	Sell	4,130 -47	-1%	-$9.43K	0.04%	154
2019 Q3	$844K	Buy	4,177 +1,903	+84%	+$394K	0.04%	150
2019 Q2	$473K	Buy	+2,274	New	+$458K	0.02%	191

Other funds holding WEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Emerald Advisers's WEX Position: Q1 2020 in Review

Emerald Advisers sold out of WEX (WEX) in Q1 2020, closing a stake of 4,130 shares — an estimated $865K sold.

Emerald Advisers first reported a position in WEX in Q2 2019 and held it in 3 quarters. The position peaked at $865K in Q4 2019. 336 funds tracked by Wall St. Rank hold WEX as of Q1 2020.

Emerald Advisers reported no remaining WEX position as of Q1 2020 after selling out during the quarter.
Emerald Advisers sold 4,130 WEX shares in Q1 2020, an estimated $865K.
Emerald Advisers first reported a position in WEX in Q2 2019 and held it in 3 quarters.
Emerald Advisers's WEX position peaked at $865K in Q4 2019.
336 funds tracked by Wall St. Rank held WEX as of Q1 2020.

Based on Emerald Advisers's 13F filing for Q1 2020, filed 30 Apr 2020.