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Jackson Grant Investment Advisers’s WEX WEX Stock Holding History

Jackson Grant Investment Advisers’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
-14
Closed -$2.57K – 474
2023
Q1 		$2.57K Buy
+14
New +$2.55K ﹤0.01% 375

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $5.72T 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 $3.45B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Jackson Grant Investment Advisers's WEX Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of WEX (WEX) in Q2 2023, closing a stake of 14 shares — an estimated $2.57K sold.

Jackson Grant Investment Advisers first reported a position in WEX in Q1 2023 and held it in 1 quarter. The position peaked at $2.57K in Q1 2023. 407 funds tracked by Wall St. Rank hold WEX as of Q2 2023.

  • Jackson Grant Investment Advisers reported no remaining WEX position as of Q2 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 14 WEX shares in Q2 2023, an estimated $2.57K.
  • Jackson Grant Investment Advisers first reported a position in WEX in Q1 2023 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's WEX position peaked at $2.57K in Q1 2023.
  • 407 funds tracked by Wall St. Rank held WEX as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.