GI
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Gradient Investments’s WEX WEX Stock Holding History

Gradient Investments’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
Q1 		– Sell
-5
Closed -$973 – 1846
2023
Q4 		$973 Hold
5
– – ﹤0.01% 1432
2023
Q3 		$940 Hold
5
– – ﹤0.01% 1399
2023
Q2 		$910 Buy
+5
New +$885 ﹤0.01% 1392
2019
Q3 		– Sell
-4
Closed -$1K – 1248
2019
Q2 		$1K Buy
+4
New +$805 ﹤0.01% 986

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Gradient Investments's WEX Position: Q1 2024 in Review

Gradient Investments sold out of WEX (WEX) in Q1 2024, closing a stake of 5 shares — an estimated $973 sold.

Gradient Investments first reported a position in WEX in Q2 2019 and held it in 4 quarters. The position peaked at $1K in Q2 2019. 423 funds tracked by Wall St. Rank hold WEX as of Q1 2024.

  • Gradient Investments reported no remaining WEX position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 5 WEX shares in Q1 2024, an estimated $973.
  • Gradient Investments first reported a position in WEX in Q2 2019 and held it in 4 quarters.
  • Gradient Investments's WEX position peaked at $1K in Q2 2019.
  • 423 funds tracked by Wall St. Rank held WEX as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.