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IberiaBank’s WEX WEX Stock Holding History

IberiaBank’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
2020
Q2 		$205K Buy
+1,241
New +$170K 0.02% 199
2019
Q3 		– Sell
-1,011
Closed -$210K – 252
2019
Q2 		$210K Buy
+1,011
New +$203K 0.02% 235

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

IberiaBank's WEX Position: Q2 2020 in Review

IberiaBank opened a new position in WEX (WEX) in Q2 2020: 1,241 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #199 among its holdings. This is a return to the name: IberiaBank previously reported a position in WEX as recently as Q2 2019.

IberiaBank first reported a position in WEX in Q2 2019 and has held it in 2 quarters since. The position peaked at $210K in Q2 2019. 347 funds tracked by Wall St. Rank hold WEX as of Q2 2020.

  • IberiaBank held 1,241 shares of WEX worth $205K as of Q2 2020.
  • WEX was a new IberiaBank position in Q2 2020.
  • WEX made up 0.02% of IberiaBank's portfolio in Q2 2020, its #199 holding.
  • IberiaBank first reported a position in WEX in Q2 2019 and has held it in 2 quarters since.
  • IberiaBank's WEX position peaked at $210K in Q2 2019.
  • 347 funds tracked by Wall St. Rank held WEX as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.