Mackenzie Financial
WEX icon

Mackenzie Financial’s WEX WEX Stock Holding History

Mackenzie Financial’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
Q3 		– Sell
-4,620
Closed -$818K – 1686
2024
Q2 		$818K Buy
4,620
+721
+18% +$147K ﹤0.01% 903
2024
Q1 		$926K Sell
3,899
-240
-6% -$51.6K ﹤0.01% 891
2023
Q4 		$805K Sell
4,139
-310
-7% -$56.2K ﹤0.01% 903
2023
Q3 		$812K Sell
4,449
-388
-8% -$74.9K ﹤0.01% 896
2023
Q2 		$886K Buy
4,837
+892
+23% +$158K ﹤0.01% 888
2023
Q1 		$725K Sell
3,945
-6,039
-60% -$1.1M ﹤0.01% 922
2022
Q4 		$1.63M Buy
+9,984
New +$1.55M ﹤0.01% 718
2018
Q4 		– Sell
-3,929
Closed -$789K – 1250
2018
Q3 		$789K Buy
+3,929
New +$753K ﹤0.01% 806

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $3.44B AUM 28.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.47T AUM 27.86% 1-Year Est. Return