KPW
WEX icon

Kore Private Wealth’s WEX WEX Stock Holding History

Kore Private Wealth’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
Q4 		– Sell
-1,406
Closed -$248K – 452
2021
Q3 		$248K Hold
1,406
– – 0.03% 372
2021
Q2 		$273K Sell
1,406
-3
-0.2% -$615 0.03% 334
2021
Q1 		$295K Buy
1,409
+3
+0.2% +$633 0.04% 274
2020
Q4 		$286K Buy
+1,406
New +$237K 0.04% 247
2020
Q3 		– Sell
-19
Closed -$3K – 1083
2020
Q2 		$3K Hold
19
– – ﹤0.01% 1017
2020
Q1 		$2K Sell
19
-1,023
-98% -$191K ﹤0.01% 942
2019
Q4 		$218K Buy
+1,042
New +$209K 0.04% 230
2019
Q2 		– Sell
-38
Closed -$7K – 792
2019
Q1 		$7K Sell
38
-43
-53% -$7.27K ﹤0.01% 723
2018
Q4 		$11K Buy
+81
New +$13.3K ﹤0.01% 563

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return