Graves Light Lenhart Wealth’s WEX WEX Stock Holding History

Graves Light Lenhart Wealth’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
2021 Q4	–	Sell	-128	Closed	-$23K	–	784
2021 Q3	$23K	Buy	+128	New	+$23.3K	﹤0.01%	481

Other funds holding WEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Graves Light Lenhart Wealth's WEX Position: Q4 2021 in Review

Graves Light Lenhart Wealth sold out of WEX (WEX) in Q4 2021, closing a stake of 128 shares — an estimated $23K sold.

Graves Light Lenhart Wealth first reported a position in WEX in Q3 2021 and held it in 1 quarter. The position peaked at $23K in Q3 2021. 344 funds tracked by Wall St. Rank hold WEX as of Q4 2021.

Graves Light Lenhart Wealth reported no remaining WEX position as of Q4 2021 after selling out during the quarter.
Graves Light Lenhart Wealth sold 128 WEX shares in Q4 2021, an estimated $23K.
Graves Light Lenhart Wealth first reported a position in WEX in Q3 2021 and held it in 1 quarter.
Graves Light Lenhart Wealth's WEX position peaked at $23K in Q3 2021.
344 funds tracked by Wall St. Rank held WEX as of Q4 2021.

Based on Graves Light Lenhart Wealth's 13F filing for Q4 2021, filed 14 Feb 2022.