HI
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Harbour Investments’s WEX WEX Stock Holding History

Harbour 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
2026
Q1 		$153 Sell
1
-19
-95% -$2.97K ﹤0.01% 4470
2025
Q4 		$2.98K Buy
20
+8
+67% +$1.21K ﹤0.01% 3196
2025
Q3 		$1.89K Hold
12
– – ﹤0.01% 3291
2025
Q2 		$1.76K Buy
+12
New +$1.61K ﹤0.01% 3164
2024
Q2 		– Sell
-9
Closed -$2.14K – 3382
2024
Q1 		$2.14K Sell
9
-2
-18% -$430 ﹤0.01% 2767
2023
Q4 		$2.14K Buy
+11
New +$2K ﹤0.01% 2677
2021
Q4 		– Sell
-165
Closed -$29K – 3729
2021
Q3 		$29K Hold
165
– – ﹤0.01% 2103
2021
Q2 		$32K Hold
165
– – ﹤0.01% 2068
2021
Q1 		$35K Buy
+165
New +$34.8K ﹤0.01% 1888

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PCM
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Morgan Stanley
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IC
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
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VPM
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AQR Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return