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Kula Investments’s WEX WEX Stock Holding History

Kula Investments’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
2023
Q1 		$729K Buy
+3,963
New +$722K 0.18% 209

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kula Investments's WEX Position: Q1 2023 in Review

Kula Investments opened a new position in WEX (WEX) in Q1 2023: 3,963 shares worth $729K. The stake represents 0.18% of the portfolio and ranks #209 among its holdings.

403 funds tracked by Wall St. Rank hold WEX as of Q1 2023.

  • Kula Investments held 3,963 shares of WEX worth $729K as of Q1 2023.
  • WEX was a new Kula Investments position in Q1 2023.
  • WEX made up 0.18% of Kula Investments's portfolio in Q1 2023, its #209 holding.
  • 403 funds tracked by Wall St. Rank held WEX as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.