Financial Architects (New Jersey)’s WEX WEX Stock Holding History

Financial Architects (New Jersey)’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
2020 Q1	–	Sell	-7	Closed	-$1K	–	936
2019 Q4	$1K	Hold	7	–	–	﹤0.01%	892
2019 Q3	$1K	Hold	7	–	–	﹤0.01%	975
2019 Q2	$1K	Sell	7 -409	-98%	-$82.3K	﹤0.01%	1170
2019 Q1	$80K	Sell	416 -2	-0.5%	-$338	0.01%	512
2018 Q4	$59K	Sell	418 -37	-8%	-$6.09K	0.01%	514
2018 Q3	$91K	Hold	455	–	–	0.01%	494
2018 Q2	$86K	Buy	+455	New	+$79.3K	0.02%	434

Other funds holding WEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Financial Architects (New Jersey)'s WEX Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of WEX (WEX) in Q1 2020, closing a stake of 7 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in WEX in Q2 2018 and held it in 7 quarters. The position peaked at $91K in Q3 2018. 336 funds tracked by Wall St. Rank hold WEX as of Q1 2020.

Financial Architects (New Jersey) reported no remaining WEX position as of Q1 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 7 WEX shares in Q1 2020, an estimated $1K.
Financial Architects (New Jersey) first reported a position in WEX in Q2 2018 and held it in 7 quarters.
Financial Architects (New Jersey)'s WEX position peaked at $91K in Q3 2018.
336 funds tracked by Wall St. Rank held WEX as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.