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Johnson Financial Group Inc (Wisconsin)’s WEX WEX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2020
Q2 		– Sell
-37
Closed -$4K – 496
2020
Q1 		$4K Hold
37
– – ﹤0.01% 425
2019
Q4 		$8K Hold
37
– – ﹤0.01% 429
2019
Q3 		$7K Buy
+37
New +$7.66K ﹤0.01% 467
2017
Q2 		– Sell
-240
Closed -$25K – 647
2017
Q1 		$25K Sell
240
-60
-20% -$6.66K ﹤0.01% 486
2016
Q4 		$33K Buy
300
+150
+100% +$16.2K ﹤0.01% 447
2016
Q3 		$16K Sell
150
-150
-50% -$14.7K ﹤0.01% 531
2016
Q2 		$27K Hold
300
– – ﹤0.01% 532
2016
Q1 		$25K Sell
300
-225
-43% -$16.3K 0.01% 474
2015
Q4 		$46K Sell
525
-1,050
-67% -$95.2K 0.01% 390
2015
Q3 		$137K Hold
1,575
– – 0.03% 292
2015
Q2 		$180K Hold
1,575
– – 0.04% 267
2015
Q1 		$169K Hold
1,575
– – 0.04% 287
2014
Q4 		$156K Hold
1,575
– – 0.04% 291
2014
Q3 		$174K Sell
1,575
-450
-22% -$49.4K 0.05% 245
2014
Q2 		$213K Buy
2,025
+1,350
+200% +$129K 0.06% 216
2014
Q1 		$64K Buy
675
+400
+145% +$36.6K 0.02% 331
2013
Q4 		$27K Hold
275
– – 0.01% 477
2013
Q3 		$24K Sell
275
-450
-62% -$38K 0.01% 487
2013
Q2 		$56K Buy
+725
New +$53.8K 0.02% 403

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s WEX Position: Q2 2020 in Review

Johnson Financial Group Inc (Wisconsin) sold out of WEX (WEX) in Q2 2020, closing a stake of 37 shares — an estimated $4K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in WEX in Q2 2013 and held it in 19 quarters. The position peaked at $213K in Q2 2014. 347 funds tracked by Wall St. Rank hold WEX as of Q2 2020.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining WEX position as of Q2 2020 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 37 WEX shares in Q2 2020, an estimated $4K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in WEX in Q2 2013 and held it in 19 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s WEX position peaked at $213K in Q2 2014.
  • 347 funds tracked by Wall St. Rank held WEX as of Q2 2020.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2020, filed 11 Aug 2020.