MFG
WEX icon

Magnus Financial Group’s WEX WEX Stock Holding History

Magnus 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
2020
Q3 		– Sell
-1,623
Closed -$268K – 639
2020
Q2 		$268K Sell
1,623
-348
-18% -$47.8K 0.03% 416
2020
Q1 		$206K Buy
1,971
+127
+7% +$23.7K 0.03% 455
2019
Q4 		$386K Hold
1,844
– – 0.06% 211
2019
Q3 		$373K Hold
1,844
– – 0.07% 175
2019
Q2 		$384K Hold
1,844
– – 0.07% 165
2019
Q1 		$354K Buy
1,844
+44
+2% +$7.43K 0.07% 183
2018
Q4 		$252K Buy
+1,800
New +$296K 0.07% 255

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return