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LGT Financial Advisors’s WEX WEX Stock Holding History

LGT Financial 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 		– Sell
-123
Closed -$21.6K – 726
2024
Q4 		$21.6K Hold
123
– – 0.05% 296
2024
Q3 		$25.8K Hold
123
– – 0.06% 229
2024
Q2 		$21.8K Hold
123
– – 0.05% 286
2024
Q1 		$29.2K Hold
123
– – 0.03% 294
2023
Q4 		$23.9K Hold
123
– – 0.03% 315
2023
Q3 		$23.1K Buy
+123
New +$23.8K 0.03% 312

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

LGT Financial Advisors's WEX Position: Q1 2025 in Review

LGT Financial Advisors sold out of WEX (WEX) in Q1 2025, closing a stake of 123 shares — an estimated $21.6K sold.

LGT Financial Advisors first reported a position in WEX in Q3 2023 and held it in 6 quarters. The position peaked at $29.2K in Q1 2024. 421 funds tracked by Wall St. Rank hold WEX as of Q1 2025.

  • LGT Financial Advisors reported no remaining WEX position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 123 WEX shares in Q1 2025, an estimated $21.6K.
  • LGT Financial Advisors first reported a position in WEX in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's WEX position peaked at $29.2K in Q1 2024.
  • 421 funds tracked by Wall St. Rank held WEX as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.