IAIM
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International Assets Investment Management’s WEX WEX Stock Holding History

International Assets Investment Management’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
2026
Q1 		$15.6K Hold
104
– – ﹤0.01% 1573
2025
Q4 		$15.5K Buy
+104
New +$15.7K ﹤0.01% 1544
2024
Q4 		– Sell
-38,800
Closed -$185 – 1961
2024
Q3 		$185 Buy
38,800
+38,615
+20,873% +$7.2M ﹤0.01% 1551
2024
Q2 		$32.8K Buy
+185
New +$37.7K ﹤0.01% 1323
2023
Q2 		– Sell
-193
Closed -$35.5K – 1137
2023
Q1 		$35.5K Buy
+193
New +$35.2K 0.01% 729
2021
Q2 		– Sell
-545
Closed -$112K – 1901
2021
Q1 		$112K Buy
545
+194
+55% +$40.9K 0.01% 678
2020
Q4 		$71K Buy
+351
New +$59K 0.01% 727

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return