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Harvest Group Wealth Management’s WEX WEX Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-10
Closed -$2K – 715
2020
Q4 		$2K Hold
10
– – ﹤0.01% 394
2020
Q3 		$1K Hold
10
– – ﹤0.01% 538
2020
Q2 		$1K Buy
10
+8
+400% +$1.1K ﹤0.01% 439
2020
Q1 		$0 Sell
2
-17
-89% -$3.17K ﹤0.01% 1038
2019
Q4 		$3K Hold
19
– – ﹤0.01% 548
2019
Q3 		$4K Hold
19
– – ﹤0.01% 506
2019
Q2 		$3K Hold
19
– – ﹤0.01% 485
2019
Q1 		$4K Buy
+19
New +$3.21K ﹤0.01% 455

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harvest Group Wealth Management's WEX Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of WEX (WEX) in Q1 2021, closing a stake of 10 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in WEX in Q1 2019 and held it in 8 quarters. The position peaked at $4K in Q3 2019. 361 funds tracked by Wall St. Rank hold WEX as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining WEX position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 10 WEX shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in WEX in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's WEX position peaked at $4K in Q3 2019.
  • 361 funds tracked by Wall St. Rank held WEX as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.