Ground Swell Capital’s WEX WEX Stock Holding History

Ground Swell Capital’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 Q2	–	Sell	-970	Closed	-$230K	–	221
2024 Q1	$230K	Buy	+970	New	+$209K	0.21%	38
2014 Q3	–	Sell	-415	Closed	-$44K	–	2802
2014 Q2	$44K	Buy	+415	New	+$39.6K	0.09%	176

Other funds holding WEX

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ground Swell Capital's WEX Position: Q2 2024 in Review

Ground Swell Capital sold out of WEX (WEX) in Q2 2024, closing a stake of 970 shares — an estimated $230K sold.

Ground Swell Capital first reported a position in WEX in Q2 2014 and held it in 2 quarters. The position peaked at $230K in Q1 2024. 440 funds tracked by Wall St. Rank hold WEX as of Q2 2024.

Ground Swell Capital reported no remaining WEX position as of Q2 2024 after selling out during the quarter.
Ground Swell Capital sold 970 WEX shares in Q2 2024, an estimated $230K.
Ground Swell Capital first reported a position in WEX in Q2 2014 and held it in 2 quarters.
Ground Swell Capital's WEX position peaked at $230K in Q1 2024.
440 funds tracked by Wall St. Rank held WEX as of Q2 2024.

Based on Ground Swell Capital's 13F filing for Q2 2024, filed 7 Aug 2024.