Key Financial Inc’s WEX WEX Stock Holding History

Key Financial Inc’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	-77	Closed	-$8K	–	644
2020 Q1	$8K	Buy	+77	New	+$14.4K	0.01%	445

Other funds holding WEX

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Key Financial Inc's WEX Position: Q2 2020 in Review

Key Financial Inc sold out of WEX (WEX) in Q2 2020, closing a stake of 77 shares — an estimated $8K sold.

Key Financial Inc first reported a position in WEX in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 347 funds tracked by Wall St. Rank hold WEX as of Q2 2020.

Key Financial Inc reported no remaining WEX position as of Q2 2020 after selling out during the quarter.
Key Financial Inc sold 77 WEX shares in Q2 2020, an estimated $8K.
Key Financial Inc first reported a position in WEX in Q1 2020 and held it in 1 quarter.
Key Financial Inc's WEX position peaked at $8K in Q1 2020.
347 funds tracked by Wall St. Rank held WEX as of Q2 2020.

Based on Key Financial Inc's 13F filing for Q2 2020, filed 7 Aug 2020.