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Financial Advocates Investment Management’s WEX WEX Stock Holding History

Financial Advocates 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
2021
Q1 		– Sell
-2,450
Closed -$499K – 808
2020
Q4 		$499K Sell
2,450
-350
-13% -$58.9K 0.03% 452
2020
Q3 		$389K Buy
+2,800
New +$439K 0.03% 421

Other funds holding WEX

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Advocates Investment Management's WEX Position: Q1 2021 in Review

Financial Advocates Investment Management sold out of WEX (WEX) in Q1 2021, closing a stake of 2,450 shares — an estimated $499K sold.

Financial Advocates Investment Management first reported a position in WEX in Q3 2020 and held it in 2 quarters. The position peaked at $499K in Q4 2020. 361 funds tracked by Wall St. Rank hold WEX as of Q1 2021.

  • Financial Advocates Investment Management reported no remaining WEX position as of Q1 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,450 WEX shares in Q1 2021, an estimated $499K.
  • Financial Advocates Investment Management first reported a position in WEX in Q3 2020 and held it in 2 quarters.
  • Financial Advocates Investment Management's WEX position peaked at $499K in Q4 2020.
  • 361 funds tracked by Wall St. Rank held WEX as of Q1 2021.

Based on Financial Advocates Investment Management's 13F filing for Q1 2021, filed 10 May 2021.