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Legacy Advisors’s WEX WEX Stock Holding History

Legacy Advisors’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
2025
Q1 		$642K Sell
4,090
-1,130
-22% -$186K 0.07% 227
2024
Q4 		$915K Buy
5,220
+4,172
+398% +$782K 0.09% 172
2024
Q3 		$220K Sell
1,048
-149
-12% -$27.8K 0.02% 350
2024
Q2 		$212K Buy
+1,197
New +$244K 0.03% 312

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Legacy Advisors's WEX Position: Q1 2025 in Review

Legacy Advisors reduced its WEX (WEX) stake by 22% in Q1 2025, selling an estimated $186K and leaving 4,090 shares worth $642K. The position accounts for 0.07% of the portfolio, ranked #227.

Legacy Advisors first reported a position in WEX in Q2 2024 and has held it in 4 quarters since. The position peaked at $915K in Q4 2024. 423 funds tracked by Wall St. Rank hold WEX as of Q1 2025.

  • Legacy Advisors held 4,090 shares of WEX worth $642K as of Q1 2025.
  • Legacy Advisors sold 1,130 WEX shares in Q1 2025, an estimated $186K.
  • WEX made up 0.07% of Legacy Advisors's portfolio in Q1 2025, its #227 holding.
  • Legacy Advisors first reported a position in WEX in Q2 2024 and has held it in 4 quarters since.
  • Legacy Advisors's WEX position peaked at $915K in Q4 2024.
  • 423 funds tracked by Wall St. Rank held WEX as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.