MC
WEX icon

Moors & Cabot’s WEX WEX Stock Holding History

Moors & Cabot’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
Q2 		– Sell
-1,050
Closed -$249K – 947
2024
Q1 		$249K Buy
+1,050
New +$226K 0.01% 736

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moors & Cabot's WEX Position: Q2 2024 in Review

Moors & Cabot sold out of WEX (WEX) in Q2 2024, closing a stake of 1,050 shares — an estimated $249K sold.

Moors & Cabot first reported a position in WEX in Q1 2024 and held it in 1 quarter. The position peaked at $249K in Q1 2024. 440 funds tracked by Wall St. Rank hold WEX as of Q2 2024.

  • Moors & Cabot reported no remaining WEX position as of Q2 2024 after selling out during the quarter.
  • Moors & Cabot sold 1,050 WEX shares in Q2 2024, an estimated $249K.
  • Moors & Cabot first reported a position in WEX in Q1 2024 and held it in 1 quarter.
  • Moors & Cabot's WEX position peaked at $249K in Q1 2024.
  • 440 funds tracked by Wall St. Rank held WEX as of Q2 2024.

Based on Moors & Cabot's 13F filing for Q2 2024, filed 9 Aug 2024.