JFS Wealth Advisors’s WEX WEX Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$4.09K	Buy	29 +3	+12%	+$444	﹤0.01%	1355
2026 Q1	$3.98K	Sell	26 -2	-7%	-$313	﹤0.01%	1274
2025 Q4	$4.17K	Buy	28 +15	+115%	+$2.26K	﹤0.01%	1310
2025 Q3	$2.05K	Sell	13 -7	-35%	-$1.16K	﹤0.01%	1435
2025 Q2	$2.94K	Buy	20 +5	+33%	+$672	﹤0.01%	1278
2025 Q1	$2.36K	Sell	15 -14	-48%	-$2.31K	﹤0.01%	1410
2024 Q4	$5.08K	Buy	29 +1	+4%	+$188	﹤0.01%	1123
2024 Q3	$5.87K	Buy	28 +7	+33%	+$1.3K	﹤0.01%	1064
2024 Q2	$3.72K	Buy	21 +3	+17%	+$612	﹤0.01%	1181
2024 Q1	$4.28K	Hold	18	–	–	﹤0.01%	1155
2023 Q4	$3.5K	Sell	18 -3	-14%	-$544	﹤0.01%	1202
2023 Q3	$3.95K	Buy	21 +3	+17%	+$579	﹤0.01%	1101
2023 Q2	$3.28K	Hold	18	–	–	﹤0.01%	1199
2023 Q1	$3.31K	Buy	18 +3	+20%	+$546	﹤0.01%	1158
2022 Q4	$2.46K	Buy	15 +3	+25%	+$467	﹤0.01%	1294
2022 Q3	$2K	Buy	12 +4	+50%	+$629	﹤0.01%	1427
2022 Q2	$1K	Buy	8 +1	+14%	+$164	﹤0.01%	1678
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	1755
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	1613
2021 Q3	$1K	Buy	+7	New	+$1.28K	﹤0.01%	819

Other funds holding WEX

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return