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Financial Counselors Inc’s WEX WEX Stock Holding History

Financial Counselors Inc’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
-1,225
Closed -$257K – 556
2019
Q4 		$257K Sell
1,225
-15
-1% -$3.01K 0.01% 463
2019
Q3 		$251K Buy
1,240
+212
+21% +$43.9K 0.01% 454
2019
Q2 		$214K Sell
1,028
-240
-19% -$48.3K 0.01% 478
2019
Q1 		$243K Buy
+1,268
New +$214K 0.01% 448

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Counselors Inc's WEX Position: Q1 2020 in Review

Financial Counselors Inc sold out of WEX (WEX) in Q1 2020, closing a stake of 1,225 shares — an estimated $257K sold.

Financial Counselors Inc first reported a position in WEX in Q1 2019 and held it in 4 quarters. The position peaked at $257K in Q4 2019. 336 funds tracked by Wall St. Rank hold WEX as of Q1 2020.

  • Financial Counselors Inc reported no remaining WEX position as of Q1 2020 after selling out during the quarter.
  • Financial Counselors Inc sold 1,225 WEX shares in Q1 2020, an estimated $257K.
  • Financial Counselors Inc first reported a position in WEX in Q1 2019 and held it in 4 quarters.
  • Financial Counselors Inc's WEX position peaked at $257K in Q4 2019.
  • 336 funds tracked by Wall St. Rank held WEX as of Q1 2020.

Based on Financial Counselors Inc's 13F filing for Q1 2020, filed 23 Apr 2020.