HHM Wealth Advisors’s WEX WEX Stock Holding History

HHM Wealth Advisors’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 Q2	–	Sell	-1	Closed	–	–	656
2021 Q1	$0	Hold	1	–	–	﹤0.01%	612
2020 Q4	$0	Hold	1	–	–	﹤0.01%	570
2020 Q3	$0	Hold	1	–	–	﹤0.01%	540
2020 Q2	$0	Buy	+1	New	+$137	﹤0.01%	530

Other funds holding WEX

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

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

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

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

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

ACM

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

HHM Wealth Advisors's WEX Position: Q2 2021 in Review

HHM Wealth Advisors sold out of WEX (WEX) in Q2 2021, closing a stake of 1 share.

HHM Wealth Advisors first reported a position in WEX in Q2 2020 and held it in 4 quarters. The position peaked at $0 in Q1 2021. 350 funds tracked by Wall St. Rank hold WEX as of Q2 2021.

HHM Wealth Advisors reported no remaining WEX position as of Q2 2021 after selling out during the quarter.
HHM Wealth Advisors sold 1 WEX share in Q2 2021.
HHM Wealth Advisors first reported a position in WEX in Q2 2020 and held it in 4 quarters.
HHM Wealth Advisors's WEX position peaked at $0 in Q1 2021.
350 funds tracked by Wall St. Rank held WEX as of Q2 2021.

Based on HHM Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.