MUFG Americas’s WEX WEX Stock Holding History

MUFG Americas’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
2022 Q4	–	Sell	-24	Closed	-$3K	–	849
2022 Q3	$3K	Sell	24 -349	-94%	-$54.9K	﹤0.01%	799
2022 Q2	$58K	Hold	373	–	–	﹤0.01%	498
2022 Q1	$67K	Buy	373 +24	+7%	+$3.91K	﹤0.01%	505
2021 Q4	$49K	Buy	+349	New	+$53.3K	﹤0.01%	565
2014 Q2	–	Sell	-37	Closed	-$4K	–	1203
2014 Q1	$4K	Buy	+37	New	+$3.39K	﹤0.01%	1002

Other funds holding WEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

MUFG Americas's WEX Position: Q4 2022 in Review

MUFG Americas sold out of WEX (WEX) in Q4 2022, closing a stake of 24 shares — an estimated $3K sold.

MUFG Americas first reported a position in WEX in Q1 2014 and held it in 5 quarters. The position peaked at $67K in Q1 2022. 364 funds tracked by Wall St. Rank hold WEX as of Q4 2022.

MUFG Americas reported no remaining WEX position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 24 WEX shares in Q4 2022, an estimated $3K.
MUFG Americas first reported a position in WEX in Q1 2014 and held it in 5 quarters.
MUFG Americas's WEX position peaked at $67K in Q1 2022.
364 funds tracked by Wall St. Rank held WEX as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.