IRF
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IBM Retirement Fund’s WEX WEX Stock Holding History

IBM Retirement Fund’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
Q4 		– Sell
-1,258
Closed -$222K – 705
2021
Q3 		$222K Hold
1,258
– – 0.02% 685
2021
Q2 		$244K Sell
1,258
-239
-16% -$49K 0.02% 675
2021
Q1 		$313K Sell
1,497
-140
-9% -$29.5K 0.02% 597
2020
Q4 		$333K Buy
+1,637
New +$275K 0.02% 567
2017
Q1 		– Sell
-3,081
Closed -$344K – 739
2016
Q4 		$344K Sell
3,081
-555
-15% -$60K 0.01% 731
2016
Q3 		$393K Sell
3,636
-259
-7% -$25.4K 0.02% 728
2016
Q2 		$345K Buy
3,895
+3
+0.1% +$268 0.01% 799
2016
Q1 		$324K Sell
3,892
-5,583
-59% -$404K 0.01% 810
2015
Q4 		$838K Buy
+9,475
New +$859K 0.02% 807
2015
Q3 		– Sell
-6,908
Closed -$787K – 1003
2015
Q2 		$787K Buy
+6,908
New +$784K 0.02% 855

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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