JGC
WEX icon

J. Goldman & Co’s WEX WEX Stock Holding History

J. Goldman & Co’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
Q3 		– Sell
-5,938
Closed -$1.08M – 501
2023
Q2 		$1.08M Sell
5,938
-26,053
-81% -$4.61M 0.04% 249
2023
Q1 		$5.88M Buy
31,991
+25,752
+413% +$4.69M 0.24% 127
2022
Q4 		$1.02M Buy
+6,239
New +$971K 0.05% 224
2022
Q2 		– Sell
-3,288
Closed -$587K – 480
2022
Q1 		$587K Buy
+3,288
New +$536K 0.03% 283
2020
Q4 		– Sell
-21,869
Closed -$3.04M – 485
2020
Q3 		$3.04M Buy
+21,869
New +$3.43M 0.21% 143
2018
Q4 		– Sell
-33,106
Closed -$6.65M – 317
2018
Q3 		$6.65M Buy
+33,106
New +$6.35M 0.46% 67

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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

J. Goldman & Co's WEX Position: Q3 2023 in Review

J. Goldman & Co sold out of WEX (WEX) in Q3 2023, closing a stake of 5,938 shares — an estimated $1.08M sold.

J. Goldman & Co first reported a position in WEX in Q3 2018 and held it in 6 quarters. The position peaked at $6.65M in Q3 2018. 411 funds tracked by Wall St. Rank hold WEX as of Q3 2023.

  • J. Goldman & Co reported no remaining WEX position as of Q3 2023 after selling out during the quarter.
  • J. Goldman & Co sold 5,938 WEX shares in Q3 2023, an estimated $1.08M.
  • J. Goldman & Co first reported a position in WEX in Q3 2018 and held it in 6 quarters.
  • J. Goldman & Co's WEX position peaked at $6.65M in Q3 2018.
  • 411 funds tracked by Wall St. Rank held WEX as of Q3 2023.

Based on J. Goldman & Co's 13F filing for Q3 2023, filed 14 Nov 2023.