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Kiwi Wealth Investments Limited Partnership’s WEX WEX Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2021
Q1 		– Sell
-5,845
Closed -$1.19M – 286
2020
Q4 		$1.19M Buy
+5,845
New +$983K 0.07% 207

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's WEX Position: Q1 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of WEX (WEX) in Q1 2021, closing a stake of 5,845 shares — an estimated $1.19M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in WEX in Q4 2020 and held it in 1 quarter. The position peaked at $1.19M in Q4 2020. 361 funds tracked by Wall St. Rank hold WEX as of Q1 2021.

  • Kiwi Wealth Investments Limited Partnership reported no remaining WEX position as of Q1 2021 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 5,845 WEX shares in Q1 2021, an estimated $1.19M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in WEX in Q4 2020 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's WEX position peaked at $1.19M in Q4 2020.
  • 361 funds tracked by Wall St. Rank held WEX as of Q1 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2021, filed 18 May 2021.