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Matthew Hamilton Rosenberg’s WEX WEX Stock Holding History

Matthew Hamilton Rosenberg’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
-5
Closed -$1.05K – 869
2024
Q3 		$1.05K Hold
5
– – ﹤0.01% 773
2024
Q2 		$877 Hold
5
– – ﹤0.01% 744
2024
Q1 		$1.19K Hold
5
– – ﹤0.01% 769
2023
Q4 		$973 Hold
5
– – ﹤0.01% 793
2023
Q3 		$940 Hold
5
– – ﹤0.01% 791
2023
Q2 		$910 Hold
5
– – ﹤0.01% 796
2023
Q1 		$919 Hold
5
– – ﹤0.01% 838
2022
Q4 		$818 Hold
5
– – ﹤0.01% 836
2022
Q3 		$1K Buy
+5
New +$786 ﹤0.01% 845

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

Matthew Hamilton Rosenberg's WEX Position: Q4 2024 in Review

Matthew Hamilton Rosenberg sold out of WEX (WEX) in Q4 2024, closing a stake of 5 shares — an estimated $1.05K sold.

Matthew Hamilton Rosenberg first reported a position in WEX in Q3 2022 and held it in 9 quarters. The position peaked at $1.19K in Q1 2024. 431 funds tracked by Wall St. Rank hold WEX as of Q4 2024.

  • Matthew Hamilton Rosenberg reported no remaining WEX position as of Q4 2024 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 5 WEX shares in Q4 2024, an estimated $1.05K.
  • Matthew Hamilton Rosenberg first reported a position in WEX in Q3 2022 and held it in 9 quarters.
  • Matthew Hamilton Rosenberg's WEX position peaked at $1.19K in Q1 2024.
  • 431 funds tracked by Wall St. Rank held WEX as of Q4 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2024, filed 14 Jan 2025.