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WEX icon

FORA Capital’s WEX WEX Stock Holding History

FORA Capital’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
2024
Q2 		– Sell
-6,688
Closed -$1.59M – 554
2024
Q1 		$1.59M Sell
6,688
-123
-2% -$26.5K 0.13% 186
2023
Q4 		$1.33M Buy
6,811
+4,007
+143% +$727K 0.11% 217
2023
Q3 		$527K Sell
2,804
-2,748
-49% -$531K 0.05% 323
2023
Q2 		$1.01M Buy
5,552
+2,398
+76% +$425K 0.14% 159
2023
Q1 		$580K Buy
+3,154
New +$575K 0.06% 331
2021
Q4 		– Sell
-2,280
Closed -$402K – 482
2021
Q3 		$402K Buy
2,280
+2,075
+1,012% +$378K 0.1% 235
2021
Q2 		$40K Buy
+205
New +$42K 0.01% 749
2020
Q4 		– Sell
-1,641
Closed -$228K – 1157
2020
Q3 		$228K Buy
+1,641
New +$257K 0.15% 152
2020
Q2 		– Sell
-1,515
Closed -$158K – 1354
2020
Q1 		$158K Sell
1,515
-602
-28% -$112K 0.03% 503
2019
Q4 		$443K Buy
+2,117
New +$425K 0.04% 422

Other funds holding WEX

Janus Henderson Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return