Kennebec Savings Bank’s WEX WEX Stock Holding History

Kennebec Savings Bank’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
2024 Q4	–	Sell	-5	Closed	-$1.05K	–	273
2024 Q3	$1.05K	Buy	+5	New	+$932	﹤0.01%	263

Other funds holding WEX

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Kennebec Savings Bank's WEX Position: Q4 2024 in Review

Kennebec Savings Bank sold out of WEX (WEX) in Q4 2024, closing a stake of 5 shares — an estimated $1.05K sold.

Kennebec Savings Bank first reported a position in WEX in Q3 2024 and held it in 1 quarter. The position peaked at $1.05K in Q3 2024. 429 funds tracked by Wall St. Rank hold WEX as of Q4 2024.

Kennebec Savings Bank reported no remaining WEX position as of Q4 2024 after selling out during the quarter.
Kennebec Savings Bank sold 5 WEX shares in Q4 2024, an estimated $1.05K.
Kennebec Savings Bank first reported a position in WEX in Q3 2024 and held it in 1 quarter.
Kennebec Savings Bank's WEX position peaked at $1.05K in Q3 2024.
429 funds tracked by Wall St. Rank held WEX as of Q4 2024.

Based on Kennebec Savings Bank's 13F filing for Q4 2024, filed 23 Jan 2025.