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McGlone Suttner Wealth Management’s WEX WEX Stock Holding History

McGlone Suttner Wealth 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
Q1 		– Sell
-3
Closed -$564 – 772
2023
Q4 		$564 Buy
+3
New +$544 ﹤0.01% 731

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

McGlone Suttner Wealth Management's WEX Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of WEX (WEX) in Q1 2024, closing a stake of 3 shares — an estimated $564 sold.

McGlone Suttner Wealth Management first reported a position in WEX in Q4 2023 and held it in 1 quarter. The position peaked at $564 in Q4 2023. 422 funds tracked by Wall St. Rank hold WEX as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining WEX position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 3 WEX shares in Q1 2024, an estimated $564.
  • McGlone Suttner Wealth Management first reported a position in WEX in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's WEX position peaked at $564 in Q4 2023.
  • 422 funds tracked by Wall St. Rank held WEX as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.