IAG Wealth Partners’s WEX WEX Stock Holding History

IAG Wealth Partners’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 Q3	–	Sell	-9	Closed	-$1.59K	–	535
2024 Q2	$1.59K	Buy	+9	New	+$1.84K	﹤0.01%	459

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

IAG Wealth Partners's WEX Position: Q3 2024 in Review

IAG Wealth Partners sold out of WEX (WEX) in Q3 2024, closing a stake of 9 shares — an estimated $1.59K sold.

IAG Wealth Partners first reported a position in WEX in Q2 2024 and held it in 1 quarter. The position peaked at $1.59K in Q2 2024. 431 funds tracked by Wall St. Rank hold WEX as of Q3 2024.

IAG Wealth Partners reported no remaining WEX position as of Q3 2024 after selling out during the quarter.
IAG Wealth Partners sold 9 WEX shares in Q3 2024, an estimated $1.59K.
IAG Wealth Partners first reported a position in WEX in Q2 2024 and held it in 1 quarter.
IAG Wealth Partners's WEX position peaked at $1.59K in Q2 2024.
431 funds tracked by Wall St. Rank held WEX as of Q3 2024.

Based on IAG Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.