Macroview Investment Management’s WEX WEX Stock Holding History

Macroview Investment Management’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 Q4	–	Sell	-2	Closed	-$420	–	552
2024 Q3	$420	Hold	2	–	–	﹤0.01%	546
2024 Q2	$355	Sell	2 -7	-78%	-$1.43K	﹤0.01%	548
2024 Q1	$2.14K	Sell	9 -41	-82%	-$8.82K	﹤0.01%	535
2023 Q4	$9.73K	Buy	50 +33	+194%	+$5.98K	0.01%	267
2023 Q3	$3.2K	Sell	17 -47	-73%	-$9.07K	﹤0.01%	508
2023 Q2	$11.7K	Buy	64 +62	+3,100%	+$11K	0.02%	227
2023 Q1	$368	Hold	2	–	–	﹤0.01%	417
2022 Q4	$327	Hold	2	–	–	﹤0.01%	427
2022 Q3	$0	Buy	+2	New	+$314	﹤0.01%	530
2022 Q2	–	Sell	-77	Closed	-$14K	–	540
2022 Q1	$14K	Buy	+77	New	+$12.6K	0.02%	218
2018 Q3	–	Sell	-18	Closed	-$3K	–	363
2018 Q2	$3K	Buy	+18	New	+$3.14K	0.01%	220

Other funds holding WEX

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return