EWM
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Executive Wealth Management’s WEX WEX Stock Holding History

Executive Wealth 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
2019
Q3 		– Sell
-6
Closed -$1K – 801
2019
Q2 		$1K Hold
6
– – ﹤0.01% 879
2019
Q1 		$1K Hold
6
– – ﹤0.01% 815
2018
Q4 		$1K Buy
+6
New +$988 ﹤0.01% 863

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Executive Wealth Management's WEX Position: Q3 2019 in Review

Executive Wealth Management sold out of WEX (WEX) in Q3 2019, closing a stake of 6 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in WEX in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 345 funds tracked by Wall St. Rank hold WEX as of Q3 2019.

  • Executive Wealth Management reported no remaining WEX position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 6 WEX shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in WEX in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's WEX position peaked at $1K in Q2 2019.
  • 345 funds tracked by Wall St. Rank held WEX as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.