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Moneta Group Investment Advisors’s WEX WEX Stock Holding History

Moneta Group Investment Advisors’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
Q3 		– Sell
-1,068
Closed -$207K – 475
2021
Q2 		$207K Sell
1,068
-3
-0.3% -$615 0.01% 428
2021
Q1 		$224K Buy
+1,071
New +$226K 0.01% 386
2015
Q4 		– Sell
-66
Closed -$6K – 421
2015
Q3 		$6K Buy
+66
New +$6.58K ﹤0.01% 471

Other funds holding WEX

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Moneta Group Investment Advisors's WEX Position: Q3 2021 in Review

Moneta Group Investment Advisors sold out of WEX (WEX) in Q3 2021, closing a stake of 1,068 shares — an estimated $207K sold.

Moneta Group Investment Advisors first reported a position in WEX in Q3 2015 and held it in 3 quarters. The position peaked at $224K in Q1 2021. 333 funds tracked by Wall St. Rank hold WEX as of Q3 2021.

  • Moneta Group Investment Advisors reported no remaining WEX position as of Q3 2021 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,068 WEX shares in Q3 2021, an estimated $207K.
  • Moneta Group Investment Advisors first reported a position in WEX in Q3 2015 and held it in 3 quarters.
  • Moneta Group Investment Advisors's WEX position peaked at $224K in Q1 2021.
  • 333 funds tracked by Wall St. Rank held WEX as of Q3 2021.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.