FPFS
WEX icon

First Personal Financial Services’s WEX WEX Stock Holding History

First Personal Financial Services’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
-616
Closed -$96K – 940
2018
Q1 		$96K Sell
616
-362
-37% -$54.4K 0.02% 319
2017
Q4 		$138K Sell
978
-26
-3% -$3.25K 0.03% 295
2017
Q3 		$113K Buy
1,004
+208
+26% +$22.5K 0.02% 299
2017
Q2 		$83K Buy
796
+97
+14% +$9.98K 0.02% 339
2017
Q1 		$72K Sell
699
-169
-19% -$18.8K 0.02% 334
2016
Q4 		$97K Buy
868
+595
+218% +$64.4K 0.03% 284
2016
Q3 		$30K Buy
273
+15
+6% +$1.47K 0.01% 366
2016
Q2 		$23K Buy
+258
New +$23K 0.01% 402

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return