Nachman Norwood & Parrott’s WEX WEX Stock Holding History

Nachman Norwood & Parrott’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
2020 Q4	–	Sell	-26	Closed	-$4K	–	1041
2020 Q3	$4K	Buy	+26	New	+$4.07K	﹤0.01%	1014

Other funds holding WEX

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nachman Norwood & Parrott's WEX Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of WEX (WEX) in Q4 2020, closing a stake of 26 shares — an estimated $4K sold.

Nachman Norwood & Parrott first reported a position in WEX in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 353 funds tracked by Wall St. Rank hold WEX as of Q4 2020.

Nachman Norwood & Parrott reported no remaining WEX position as of Q4 2020 after selling out during the quarter.
Nachman Norwood & Parrott sold 26 WEX shares in Q4 2020, an estimated $4K.
Nachman Norwood & Parrott first reported a position in WEX in Q3 2020 and held it in 1 quarter.
Nachman Norwood & Parrott's WEX position peaked at $4K in Q3 2020.
353 funds tracked by Wall St. Rank held WEX as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.