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National Wealth Management Group’s WEX WEX Stock Holding History

National Wealth Management Group’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
2023
Q4 		– Sell
-2,625
Closed -$494K – 158
2023
Q3 		$494K Buy
+2,625
New +$507K 0.54% 55

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

National Wealth Management Group's WEX Position: Q4 2023 in Review

National Wealth Management Group sold out of WEX (WEX) in Q4 2023, closing a stake of 2,625 shares — an estimated $494K sold.

National Wealth Management Group first reported a position in WEX in Q3 2023 and held it in 1 quarter. The position peaked at $494K in Q3 2023. 417 funds tracked by Wall St. Rank hold WEX as of Q4 2023.

  • National Wealth Management Group reported no remaining WEX position as of Q4 2023 after selling out during the quarter.
  • National Wealth Management Group sold 2,625 WEX shares in Q4 2023, an estimated $494K.
  • National Wealth Management Group first reported a position in WEX in Q3 2023 and held it in 1 quarter.
  • National Wealth Management Group's WEX position peaked at $494K in Q3 2023.
  • 417 funds tracked by Wall St. Rank held WEX as of Q4 2023.

Based on National Wealth Management Group's 13F filing for Q4 2023, filed 1 Feb 2024.