JG
WEX icon

Jefferies Group’s WEX WEX Stock Holding History

Jefferies Group’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
Q3 		– Sell
-5,026
Closed -$975K – 2103
2021
Q2 		$975K Sell
5,026
-20,974
-81% -$4.3M 0.02% 996
2021
Q1 		$5.44M Buy
+26,000
New +$5.49M 0.13% 352
2020
Q3 		– Sell
-6
Closed -$1 – 1621
2020
Q2 		$1 Sell
6
-3,551
-100% -$487K ﹤0.01% 1220
2020
Q1 		$372K Buy
+3,557
New +$664K 0.01% 1434
2019
Q4 		– Sell
-28,412
Closed -$5.74M – 3076
2019
Q3 		$5.74M Buy
28,412
+25,812
+993% +$5.35M 0.14% 450
2019
Q2 		$541K Sell
2,600
-12,400
-83% -$2.5M 0.01% 1630
2019
Q1 		$2.88M Buy
+15,000
New +$2.53M 0.08% 709
2018
Q2 		– Sell
-26,798
Closed -$4.2M – 2738
2018
Q1 		$4.2M Buy
26,798
+3,798
+17% +$571K 0.08% 535
2017
Q4 		$3.25M Buy
+23,000
New +$2.88M 0.06% 744
2017
Q2 		– Sell
-17,977
Closed -$1.86M – 2635
2017
Q1 		$1.86M Buy
+17,977
New +$2M 0.05% 957
2016
Q4 		– Sell
-2,142
Closed -$232K – 2553
2016
Q3 		$232K Buy
2,142
+1,135
+113% +$111K 0.01% 1895
2016
Q2 		$89K Buy
+1,007
New +$89.8K ﹤0.01% 1949
2015
Q3 		– Sell
-2,071
Closed -$236K – 3134
2015
Q2 		$236K Buy
+2,071
New +$235K 0.01% 1889

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return