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Navellier & Associates’s WEX WEX Stock Holding History

Navellier & Associates’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
Q2 		– Sell
-8,003
Closed -$837K – 282
2020
Q1 		$837K Sell
8,003
-95
-1% -$17.7K 0.2% 102
2019
Q4 		$1.7M Sell
8,098
-447
-5% -$89.6K 0.27% 103
2019
Q3 		$1.73M Sell
8,545
-245
-3% -$50.7K 0.29% 101
2019
Q2 		$1.83M Sell
8,790
-4,532
-34% -$912K 0.28% 96
2019
Q1 		$2.56M Sell
13,322
-24,186
-64% -$4.09M 0.4% 68
2018
Q4 		$5.25M Sell
37,508
-1,299
-3% -$214K 0.89% 21
2018
Q3 		$7.79M Buy
38,807
+25,092
+183% +$4.81M 1.01% 24
2018
Q2 		$2.61M Buy
+13,715
New +$2.39M 0.36% 81

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Navellier & Associates's WEX Position: Q2 2020 in Review

Navellier & Associates sold out of WEX (WEX) in Q2 2020, closing a stake of 8,003 shares — an estimated $837K sold.

Navellier & Associates first reported a position in WEX in Q2 2018 and held it in 8 quarters. The position peaked at $7.79M in Q3 2018. 347 funds tracked by Wall St. Rank hold WEX as of Q2 2020.

  • Navellier & Associates reported no remaining WEX position as of Q2 2020 after selling out during the quarter.
  • Navellier & Associates sold 8,003 WEX shares in Q2 2020, an estimated $837K.
  • Navellier & Associates first reported a position in WEX in Q2 2018 and held it in 8 quarters.
  • Navellier & Associates's WEX position peaked at $7.79M in Q3 2018.
  • 347 funds tracked by Wall St. Rank held WEX as of Q2 2020.

Based on Navellier & Associates's 13F filing for Q2 2020, filed 12 Aug 2020.