Icon Wealth Partners’s WEX WEX Stock Holding History

Icon 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
2019 Q2	–	Sell	-14	Closed	-$3K	–	774
2019 Q1	$3K	Buy	+14	New	+$2.37K	﹤0.01%	817

Other funds holding WEX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Icon Wealth Partners's WEX Position: Q2 2019 in Review

Icon Wealth Partners sold out of WEX (WEX) in Q2 2019, closing a stake of 14 shares — an estimated $3K sold.

Icon Wealth Partners first reported a position in WEX in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 341 funds tracked by Wall St. Rank hold WEX as of Q2 2019.

Icon Wealth Partners reported no remaining WEX position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 14 WEX shares in Q2 2019, an estimated $3K.
Icon Wealth Partners first reported a position in WEX in Q1 2019 and held it in 1 quarter.
Icon Wealth Partners's WEX position peaked at $3K in Q1 2019.
341 funds tracked by Wall St. Rank held WEX as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.