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Evolution Wealth Advisors’s WEX WEX Stock Holding History

Evolution Wealth 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
2021
Q4 		– Sell
-52
Closed -$9K – 627
2021
Q3 		$9K Buy
+52
New +$9.48K ﹤0.01% 418
2019
Q4 		– Sell
-47
Closed -$9K – 706
2019
Q3 		$9K Buy
+47
New +$9.73K ﹤0.01% 198

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evolution Wealth Advisors's WEX Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of WEX (WEX) in Q4 2021, closing a stake of 52 shares — an estimated $9K sold.

Evolution Wealth Advisors first reported a position in WEX in Q3 2019 and held it in 2 quarters. The position peaked at $9K in Q3 2021. 344 funds tracked by Wall St. Rank hold WEX as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining WEX position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 52 WEX shares in Q4 2021, an estimated $9K.
  • Evolution Wealth Advisors first reported a position in WEX in Q3 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's WEX position peaked at $9K in Q3 2021.
  • 344 funds tracked by Wall St. Rank held WEX as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.