Lenox Wealth Advisors’s WEX WEX Stock Holding History

Lenox Wealth 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
2020 Q3	–	Sell	-11	Closed	-$2K	–	655
2020 Q2	$2K	Hold	11	–	–	﹤0.01%	537
2020 Q1	$1K	Buy	+11	New	+$2.05K	﹤0.01%	736

Other funds holding WEX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Lenox Wealth Advisors's WEX Position: Q3 2020 in Review

Lenox Wealth Advisors sold out of WEX (WEX) in Q3 2020, closing a stake of 11 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in WEX in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 346 funds tracked by Wall St. Rank hold WEX as of Q3 2020.

Lenox Wealth Advisors reported no remaining WEX position as of Q3 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 11 WEX shares in Q3 2020, an estimated $2K.
Lenox Wealth Advisors first reported a position in WEX in Q1 2020 and held it in 2 quarters.
Lenox Wealth Advisors's WEX position peaked at $2K in Q2 2020.
346 funds tracked by Wall St. Rank held WEX as of Q3 2020.

Based on Lenox Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.