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Lee Capital Asset Management’s WEX WEX Stock Holding History

Lee Capital Asset Management’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
2019
Q4 		$2.63M Buy
12,542
+3,800
+43% +$762K 5.51% 5
2019
Q3 		$1.77M Sell
8,742
-5,559
-39% -$1.15M 2.57% 17
2019
Q2 		$2.98M Buy
14,301
+2,500
+21% +$503K 3.91% 13
2019
Q1 		$2.27M Sell
11,801
-15,050
-56% -$2.54M 3.38% 14
2018
Q4 		$3.76M Buy
+26,851
New +$4.42M 4.39% 14

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lee Capital Asset Management's WEX Position: Q4 2019 in Review

Lee Capital Asset Management increased its WEX (WEX) stake by 43% in Q4 2019, buying an estimated $762K and bringing the position to 12,542 shares worth $2.63M. The position accounts for 5.51% of the portfolio, ranked #5.

Lee Capital Asset Management first reported a position in WEX in Q4 2018 and has held it in 5 quarters since. The position peaked at $3.76M in Q4 2018. 345 funds tracked by Wall St. Rank hold WEX as of Q4 2019.

  • Lee Capital Asset Management held 12,542 shares of WEX worth $2.63M as of Q4 2019.
  • Lee Capital Asset Management bought 3,800 WEX shares in Q4 2019, an estimated $762K.
  • WEX made up 5.51% of Lee Capital Asset Management's portfolio in Q4 2019, its #5 holding.
  • Lee Capital Asset Management first reported a position in WEX in Q4 2018 and has held it in 5 quarters since.
  • Lee Capital Asset Management's WEX position peaked at $3.76M in Q4 2018.
  • 345 funds tracked by Wall St. Rank held WEX as of Q4 2019.

Based on Lee Capital Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.