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Jaffetilchin Investment Partners’s WEX WEX Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-19
Closed -$3.98K – 1306
2024
Q3 		$3.98K Buy
+19
New +$3.54K ﹤0.01% 1084

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Jaffetilchin Investment Partners's WEX Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of WEX (WEX) in Q4 2024, closing a stake of 19 shares — an estimated $3.98K sold.

Jaffetilchin Investment Partners first reported a position in WEX in Q3 2024 and held it in 1 quarter. The position peaked at $3.98K in Q3 2024. 430 funds tracked by Wall St. Rank hold WEX as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining WEX position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 19 WEX shares in Q4 2024, an estimated $3.98K.
  • Jaffetilchin Investment Partners first reported a position in WEX in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's WEX position peaked at $3.98K in Q3 2024.
  • 430 funds tracked by Wall St. Rank held WEX as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.