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Janney Capital Management’s WEX WEX Stock Holding History

Janney Capital Management’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
2021
Q4 		– Sell
-2,415
Closed -$425K – 207
2021
Q3 		$425K Sell
2,415
-19
-0.8% -$3.46K 0.03% 152
2021
Q2 		$472K Buy
2,434
+44
+2% +$9.02K 0.03% 149
2021
Q1 		$500K Buy
2,390
+12
+0.5% +$2.53K 0.03% 138
2020
Q4 		$484K Sell
2,378
-16
-0.7% -$2.69K 0.03% 140
2020
Q3 		$333K Sell
2,394
-47
-2% -$7.37K 0.02% 164
2020
Q2 		$403K Sell
2,441
-224
-8% -$30.7K 0.03% 147
2020
Q1 		$279K Sell
2,665
-226
-8% -$42.2K 0.02% 161
2019
Q4 		$606K Sell
2,891
-9
-0.3% -$1.8K 0.03% 136
2019
Q3 		$586K Sell
2,900
-110
-4% -$22.8K 0.03% 128
2019
Q2 		$626K Buy
3,010
+293
+11% +$59K 0.03% 115
2019
Q1 		$522K Sell
2,717
-18
-0.7% -$3.04K 0.03% 130
2018
Q4 		$383K Sell
2,735
-465
-15% -$76.5K 0.02% 140
2018
Q3 		$642K Buy
3,200
+13
+0.4% +$2.49K 0.03% 128
2018
Q2 		$607K Sell
3,187
-201
-6% -$35K 0.03% 127
2018
Q1 		$531K Sell
3,388
-392
-10% -$58.9K 0.02% 127
2017
Q4 		$533K Buy
3,780
+169
+5% +$21.1K 0.02% 135
2017
Q3 		$405K Buy
3,611
+1,134
+46% +$123K 0.02% 159
2017
Q2 		$258K Buy
2,477
+205
+9% +$21.1K 0.01% 158
2017
Q1 		$235K Buy
+2,272
New +$252K 0.01% 157

Other funds holding WEX

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janney Capital Management's WEX Position: Q4 2021 in Review

Janney Capital Management sold out of WEX (WEX) in Q4 2021, closing a stake of 2,415 shares — an estimated $425K sold.

Janney Capital Management first reported a position in WEX in Q1 2017 and held it in 19 quarters. The position peaked at $642K in Q3 2018. 344 funds tracked by Wall St. Rank hold WEX as of Q4 2021.

  • Janney Capital Management reported no remaining WEX position as of Q4 2021 after selling out during the quarter.
  • Janney Capital Management sold 2,415 WEX shares in Q4 2021, an estimated $425K.
  • Janney Capital Management first reported a position in WEX in Q1 2017 and held it in 19 quarters.
  • Janney Capital Management's WEX position peaked at $642K in Q3 2018.
  • 344 funds tracked by Wall St. Rank held WEX as of Q4 2021.

Based on Janney Capital Management's 13F filing for Q4 2021, filed 27 Jan 2022.