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FDx Advisors’s WEX WEX Stock Holding History

FDx 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
2018
Q2 		– Sell
-6,624
Closed -$1.04M – 1110
2018
Q1 		$1.04M Sell
6,624
-1,910
-22% -$287K 0.03% 503
2017
Q4 		$1.21M Sell
8,534
-89
-1% -$11.1K 0.03% 482
2017
Q3 		$968K Buy
8,623
+309
+4% +$33.5K 0.03% 535
2017
Q2 		$867K Buy
8,314
+722
+10% +$74.3K 0.03% 564
2017
Q1 		$786K Buy
7,592
+1,604
+27% +$178K 0.02% 605
2016
Q4 		$668K Sell
5,988
-1,516
-20% -$164K 0.02% 662
2016
Q3 		$811K Sell
7,504
-1,573
-17% -$154K 0.03% 454
2016
Q2 		$805K Sell
9,077
-374
-4% -$33.4K 0.04% 435
2016
Q1 		$788K Buy
9,451
+1,561
+20% +$113K 0.04% 446
2015
Q4 		$697K Buy
7,890
+1,333
+20% +$121K 0.03% 459
2015
Q3 		$569K Buy
6,557
+514
+9% +$51.2K 0.05% 406
2015
Q2 		$689K Sell
6,043
-1,557
-20% -$177K 0.03% 465
2015
Q1 		$811K Buy
7,600
+616
+9% +$62.1K 0.02% 691
2014
Q4 		$691K Buy
6,984
+1,137
+19% +$121K 0.04% 429
2014
Q3 		$645K Sell
5,847
-329
-5% -$36.1K 0.04% 476
2014
Q2 		$648K Buy
6,176
+567
+10% +$54.2K 0.04% 492
2014
Q1 		$533K Sell
5,609
-19
-0.3% -$1.74K 0.04% 425
2013
Q4 		$557K Sell
5,628
-191
-3% -$17.9K 0.06% 331
2013
Q3 		$511K Sell
5,819
-28
-0.5% -$2.37K 0.06% 291
2013
Q2 		$448K Buy
+5,847
New +$434K 0.06% 280

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FDx Advisors's WEX Position: Q2 2018 in Review

FDx Advisors sold out of WEX (WEX) in Q2 2018, closing a stake of 6,624 shares — an estimated $1.04M sold.

FDx Advisors first reported a position in WEX in Q2 2013 and held it in 20 quarters. The position peaked at $1.21M in Q4 2017. 321 funds tracked by Wall St. Rank hold WEX as of Q2 2018.

  • FDx Advisors reported no remaining WEX position as of Q2 2018 after selling out during the quarter.
  • FDx Advisors sold 6,624 WEX shares in Q2 2018, an estimated $1.04M.
  • FDx Advisors first reported a position in WEX in Q2 2013 and held it in 20 quarters.
  • FDx Advisors's WEX position peaked at $1.21M in Q4 2017.
  • 321 funds tracked by Wall St. Rank held WEX as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.