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FourThought Financial’s WEX WEX Stock Holding History

FourThought Financial’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
2022
Q3 		$21K Sell
168
-64
-28% -$10.1K ﹤0.01% 853
2022
Q2 		$36K Hold
232
– – 0.01% 708
2022
Q1 		$41K Hold
232
– – 0.01% 727
2021
Q4 		$33K Sell
232
-92
-28% -$14.1K ﹤0.01% 802
2021
Q3 		$57K Sell
324
-3
-0.9% -$547 0.01% 652
2021
Q2 		$63K Hold
327
– – 0.01% 631
2021
Q1 		$68K Sell
327
-23
-7% -$4.85K 0.01% 604
2020
Q4 		$71K Buy
+350
New +$58.9K 0.01% 571

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $3.45B AUM 28.5% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

FourThought Financial's WEX Position: Q3 2022 in Review

FourThought Financial reduced its WEX (WEX) stake by 28% in Q3 2022, selling an estimated $10.1K and leaving 168 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

FourThought Financial first reported a position in WEX in Q4 2020 and has held it in 8 quarters since. The position peaked at $71K in Q4 2020. 354 funds tracked by Wall St. Rank hold WEX as of Q3 2022.

  • FourThought Financial held 168 shares of WEX worth $21K as of Q3 2022.
  • FourThought Financial sold 64 WEX shares in Q3 2022, an estimated $10.1K.
  • WEX made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #853 holding.
  • FourThought Financial first reported a position in WEX in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's WEX position peaked at $71K in Q4 2020.
  • 354 funds tracked by Wall St. Rank held WEX as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.