EIM
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Essex Investment Management’s WEX WEX Stock Holding History

Essex Investment Management’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
2025
Q1 		– Sell
-137
Closed -$24K – 329
2024
Q4 		$24K Sell
137
-190
-58% -$35.6K ﹤0.01% 280
2024
Q3 		$68.6K Hold
327
– – 0.01% 248
2024
Q2 		$57.9K Sell
327
-46
-12% -$9.38K 0.01% 250
2024
Q1 		$88.6K Sell
373
-150
-29% -$32.3K 0.02% 230
2023
Q4 		$102K Buy
+523
New +$94.8K 0.02% 244
2021
Q2 		– Sell
-43
Closed -$9K – 470
2021
Q1 		$9K Hold
43
– – ﹤0.01% 424
2020
Q4 		$9K Hold
43
– – ﹤0.01% 444
2020
Q3 		$6K Buy
+43
New +$6.74K ﹤0.01% 457

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Essex Investment Management's WEX Position: Q1 2025 in Review

Essex Investment Management sold out of WEX (WEX) in Q1 2025, closing a stake of 137 shares — an estimated $24K sold.

Essex Investment Management first reported a position in WEX in Q3 2020 and held it in 8 quarters. The position peaked at $102K in Q4 2023. 422 funds tracked by Wall St. Rank hold WEX as of Q1 2025.

  • Essex Investment Management reported no remaining WEX position as of Q1 2025 after selling out during the quarter.
  • Essex Investment Management sold 137 WEX shares in Q1 2025, an estimated $24K.
  • Essex Investment Management first reported a position in WEX in Q3 2020 and held it in 8 quarters.
  • Essex Investment Management's WEX position peaked at $102K in Q4 2023.
  • 422 funds tracked by Wall St. Rank held WEX as of Q1 2025.

Based on Essex Investment Management's 13F filing for Q1 2025, filed 7 May 2025.