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Gupta Wealth Management’s WEX WEX Stock Holding History

Gupta Wealth Management’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
2016
Q1 		– Sell
-275
Closed -$24K – 1295
2015
Q4 		$24K Hold
275
– – 0.01% 615
2015
Q3 		$24K Hold
275
– – 0.01% 654
2015
Q2 		$31K Hold
275
– – 0.01% 622
2015
Q1 		$30K Buy
+275
New +$27.7K 0.01% 506

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gupta Wealth Management's WEX Position: Q1 2016 in Review

Gupta Wealth Management sold out of WEX (WEX) in Q1 2016, closing a stake of 275 shares — an estimated $24K sold.

Gupta Wealth Management first reported a position in WEX in Q1 2015 and held it in 4 quarters. The position peaked at $31K in Q2 2015. 209 funds tracked by Wall St. Rank hold WEX as of Q1 2016.

  • Gupta Wealth Management reported no remaining WEX position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 275 WEX shares in Q1 2016, an estimated $24K.
  • Gupta Wealth Management first reported a position in WEX in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's WEX position peaked at $31K in Q2 2015.
  • 209 funds tracked by Wall St. Rank held WEX as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.