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Gideon Capital Advisors’s WEX WEX Stock Holding History

Gideon Capital 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
2019
Q4 		– Sell
-3,238
Closed -$654K – 400
2019
Q3 		$654K Buy
+3,238
New +$671K 0.21% 155
2019
Q1 		– Sell
-1,689
Closed -$237K – 527
2018
Q4 		$237K Buy
+1,689
New +$278K 0.1% 319
2018
Q2 		– Sell
-2,442
Closed -$382K – 509
2018
Q1 		$382K Buy
+2,442
New +$367K 0.24% 170

Other funds holding WEX

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 $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gideon Capital Advisors's WEX Position: Q4 2019 in Review

Gideon Capital Advisors sold out of WEX (WEX) in Q4 2019, closing a stake of 3,238 shares — an estimated $654K sold.

Gideon Capital Advisors first reported a position in WEX in Q1 2018 and held it in 3 quarters. The position peaked at $654K in Q3 2019. 345 funds tracked by Wall St. Rank hold WEX as of Q4 2019.

  • Gideon Capital Advisors reported no remaining WEX position as of Q4 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 3,238 WEX shares in Q4 2019, an estimated $654K.
  • Gideon Capital Advisors first reported a position in WEX in Q1 2018 and held it in 3 quarters.
  • Gideon Capital Advisors's WEX position peaked at $654K in Q3 2019.
  • 345 funds tracked by Wall St. Rank held WEX as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.