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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 – 551
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 – 362
2018
Q2 		$3K Buy
+18
New +$3.14K 0.01% 220

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Macroview Investment Management's WEX Position: Q4 2024 in Review

Macroview Investment Management sold out of WEX (WEX) in Q4 2024, closing a stake of 2 shares — an estimated $420 sold.

Macroview Investment Management first reported a position in WEX in Q2 2018 and held it in 11 quarters. The position peaked at $14K in Q1 2022. 431 funds tracked by Wall St. Rank hold WEX as of Q4 2024.

  • Macroview Investment Management reported no remaining WEX position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 2 WEX shares in Q4 2024, an estimated $420.
  • Macroview Investment Management first reported a position in WEX in Q2 2018 and held it in 11 quarters.
  • Macroview Investment Management's WEX position peaked at $14K in Q1 2022.
  • 431 funds tracked by Wall St. Rank held WEX as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.