JOYN Advisors’s WEX WEX Stock Holding History

JOYN 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
2019 Q1	–	Sell	-505	Closed	-$71K	–	1409
2018 Q4	$71K	Sell	505 -10	-2%	-$1.65K	0.02%	252
2018 Q3	$103K	Sell	515 -70	-12%	-$13.4K	0.02%	214
2018 Q2	$111K	Sell	585 -232	-28%	-$40.4K	0.02%	201
2018 Q1	$128K	Buy	+817	New	+$123K	0.03%	198

Other funds holding WEX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JOYN Advisors's WEX Position: Q1 2019 in Review

JOYN Advisors sold out of WEX (WEX) in Q1 2019, closing a stake of 505 shares — an estimated $71K sold.

JOYN Advisors first reported a position in WEX in Q1 2018 and held it in 4 quarters. The position peaked at $128K in Q1 2018. 339 funds tracked by Wall St. Rank hold WEX as of Q1 2019.

JOYN Advisors reported no remaining WEX position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 505 WEX shares in Q1 2019, an estimated $71K.
JOYN Advisors first reported a position in WEX in Q1 2018 and held it in 4 quarters.
JOYN Advisors's WEX position peaked at $128K in Q1 2018.
339 funds tracked by Wall St. Rank held WEX as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.