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 – 575
2023
Q2 		$1.08M Sell
5,938
-26,053
-81% -$4.61M 0.06% 249
2023
Q1 		$5.88M Buy
31,991
+25,752
+413% +$4.69M 0.34% 127
2022
Q4 		$1.02M Buy
+6,239
New +$971K 0.07% 224
2022
Q2 		– Sell
-3,288
Closed -$587K – 539
2022
Q1 		$587K Buy
+3,288
New +$536K 0.04% 283
2020
Q4 		– Sell
-21,869
Closed -$3.04M – 521
2020
Q3 		$3.04M Buy
+21,869
New +$3.43M 0.28% 143
2018
Q4 		– Sell
-33,106
Closed -$6.65M – 341
2018
Q3 		$6.65M Buy
+33,106
New +$6.35M 0.77% 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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return