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Mitchell & Pahl Private Wealth’s WEX WEX Stock Holding History

Mitchell & Pahl Private Wealth’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
2021
Q2 		– Sell
-1,015
Closed -$212K – 158
2021
Q1 		$212K Hold
1,015
– – 0.16% 144
2020
Q4 		$207K Buy
+1,015
New +$171K 0.17% 140

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Mitchell & Pahl Private Wealth's WEX Position: Q2 2021 in Review

Mitchell & Pahl Private Wealth sold out of WEX (WEX) in Q2 2021, closing a stake of 1,015 shares — an estimated $212K sold.

Mitchell & Pahl Private Wealth first reported a position in WEX in Q4 2020 and held it in 2 quarters. The position peaked at $212K in Q1 2021. 351 funds tracked by Wall St. Rank hold WEX as of Q2 2021.

  • Mitchell & Pahl Private Wealth reported no remaining WEX position as of Q2 2021 after selling out during the quarter.
  • Mitchell & Pahl Private Wealth sold 1,015 WEX shares in Q2 2021, an estimated $212K.
  • Mitchell & Pahl Private Wealth first reported a position in WEX in Q4 2020 and held it in 2 quarters.
  • Mitchell & Pahl Private Wealth's WEX position peaked at $212K in Q1 2021.
  • 351 funds tracked by Wall St. Rank held WEX as of Q2 2021.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2021, filed 14 Jul 2021.