Itau Unibanco Holding S.A.’s WEX WEX Stock Holding History

Itau Unibanco Holding S.A.’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
2023 Q2	–	Sell	-440	Closed	-$80.9K	–	628
2023 Q1	$80.9K	Buy	+440	New	+$80.2K	﹤0.01%	273
2022 Q4	–	Sell	-715	Closed	-$91K	–	649
2022 Q3	$91K	Buy	+715	New	+$112K	﹤0.01%	327
2019 Q4	–	Sell	-660	Closed	-$137K	–	1013
2019 Q3	$137K	Hold	660	–	–	0.01%	190
2019 Q2	$137K	Sell	660 -391	-37%	-$78.7K	0.01%	522
2019 Q1	$143K	Hold	1,051	–	–	0.01%	264
2018 Q4	$143K	Buy	+1,051	New	+$173K	0.01%	264
2018 Q2	–	Sell	-588	Closed	-$92K	–	837
2018 Q1	$92K	Buy	588 +7	+1%	+$1.05K	0.01%	436
2017 Q4	$82K	Buy	581 +29	+5%	+$3.63K	﹤0.01%	380
2017 Q3	$196K	Sell	552 -574	-51%	-$62.2K	0.01%	455
2017 Q2	$117K	Buy	1,126 +1,025	+1,015%	+$105K	0.01%	221
2017 Q1	$10K	Buy	+101	New	+$11.2K	﹤0.01%	558

Other funds holding WEX

Janus Henderson Group

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 $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return