M1FG
WEX icon

Mach-1 Financial Group’s WEX WEX Stock Holding History

Mach-1 Financial Group’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
2024
Q1 		– Sell
-2,803
Closed -$545K – 221
2023
Q4 		$545K Buy
+2,803
New +$508K 0.21% 94
2023
Q3 		– Sell
-2,932
Closed -$534K – 262
2023
Q2 		$534K Buy
+2,932
New +$519K 0.15% 128

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Mach-1 Financial Group's WEX Position: Q1 2024 in Review

Mach-1 Financial Group sold out of WEX (WEX) in Q1 2024, closing a stake of 2,803 shares — an estimated $545K sold.

Mach-1 Financial Group first reported a position in WEX in Q2 2023 and held it in 2 quarters. The position peaked at $545K in Q4 2023. 422 funds tracked by Wall St. Rank hold WEX as of Q1 2024.

  • Mach-1 Financial Group reported no remaining WEX position as of Q1 2024 after selling out during the quarter.
  • Mach-1 Financial Group sold 2,803 WEX shares in Q1 2024, an estimated $545K.
  • Mach-1 Financial Group first reported a position in WEX in Q2 2023 and held it in 2 quarters.
  • Mach-1 Financial Group's WEX position peaked at $545K in Q4 2023.
  • 422 funds tracked by Wall St. Rank held WEX as of Q1 2024.

Based on Mach-1 Financial Group's 13F filing for Q1 2024, filed 10 May 2024.