FFA
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Frazier Financial Advisors’s WEX WEX Stock Holding History

Frazier Financial Advisors’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
2026
Q1 		$6.58K Hold
43
– – ﹤0.01% 476
2025
Q4 		$6.41K Hold
43
– – ﹤0.01% 436
2025
Q3 		$6.77K Hold
43
– – ﹤0.01% 412
2025
Q2 		$6.32K Hold
43
– – ﹤0.01% 422
2025
Q1 		$6.75K Hold
43
– – 0.01% 391
2024
Q4 		$7.34K Hold
43
– – 0.01% 394
2024
Q3 		$9.02K Hold
43
– – 0.01% 399
2024
Q2 		$7.62K Hold
43
– – 0.01% 491
2024
Q1 		$10.2K Hold
43
– – 0.01% 407
2023
Q4 		$8.37K Buy
+43
New +$7.8K 0.01% 394

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return