Firestone Capital Management’s WEX WEX Stock Holding History

Firestone Capital 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
2020 Q4	–	Sell	-50	Closed	-$7K	–	469
2020 Q3	$7K	Sell	50 -5	-9%	-$784	﹤0.01%	346
2020 Q2	$9K	Buy	+55	New	+$7.55K	﹤0.01%	341

Other funds holding WEX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Firestone Capital Management's WEX Position: Q4 2020 in Review

Firestone Capital Management sold out of WEX (WEX) in Q4 2020, closing a stake of 50 shares — an estimated $7K sold.

Firestone Capital Management first reported a position in WEX in Q2 2020 and held it in 2 quarters. The position peaked at $9K in Q2 2020. 353 funds tracked by Wall St. Rank hold WEX as of Q4 2020.

Firestone Capital Management reported no remaining WEX position as of Q4 2020 after selling out during the quarter.
Firestone Capital Management sold 50 WEX shares in Q4 2020, an estimated $7K.
Firestone Capital Management first reported a position in WEX in Q2 2020 and held it in 2 quarters.
Firestone Capital Management's WEX position peaked at $9K in Q2 2020.
353 funds tracked by Wall St. Rank held WEX as of Q4 2020.

Based on Firestone Capital Management's 13F filing for Q4 2020, filed 10 Feb 2021.