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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 – 626
2023
Q1 		$80.9K Buy
+440
New +$80.2K ﹤0.01% 273
2022
Q4 		– Sell
-715
Closed -$91K – 648
2022
Q3 		$91K Buy
+715
New +$112K ﹤0.01% 327
2019
Q4 		– Sell
-660
Closed -$137K – 987
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 – 832
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 $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Itau Unibanco Holding S.A.'s WEX Position: Q2 2023 in Review

Itau Unibanco Holding S.A. sold out of WEX (WEX) in Q2 2023, closing a stake of 440 shares — an estimated $80.9K sold.

Itau Unibanco Holding S.A. first reported a position in WEX in Q1 2017 and held it in 11 quarters. The position peaked at $196K in Q3 2017. 408 funds tracked by Wall St. Rank hold WEX as of Q2 2023.

  • Itau Unibanco Holding S.A. reported no remaining WEX position as of Q2 2023 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 440 WEX shares in Q2 2023, an estimated $80.9K.
  • Itau Unibanco Holding S.A. first reported a position in WEX in Q1 2017 and held it in 11 quarters.
  • Itau Unibanco Holding S.A.'s WEX position peaked at $196K in Q3 2017.
  • 408 funds tracked by Wall St. Rank held WEX as of Q2 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2023, filed 14 Aug 2023.