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New Amsterdam Partners’s WEX WEX Stock Holding History

New Amsterdam Partners’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
2019
Q1 		$734K Sell
3,821
-7,200
-65% -$1.22M 0.27% 76
2018
Q4 		$1.54M Buy
+11,021
New +$1.81M 0.51% 67

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

New Amsterdam Partners's WEX Position: Q1 2019 in Review

New Amsterdam Partners reduced its WEX (WEX) stake by 65% in Q1 2019, selling an estimated $1.22M and leaving 3,821 shares worth $734K. The position accounts for 0.27% of the portfolio, ranked #76.

New Amsterdam Partners first reported a position in WEX in Q4 2018 and has held it in 2 quarters since. The position peaked at $1.54M in Q4 2018. 339 funds tracked by Wall St. Rank hold WEX as of Q1 2019.

  • New Amsterdam Partners held 3,821 shares of WEX worth $734K as of Q1 2019.
  • New Amsterdam Partners sold 7,200 WEX shares in Q1 2019, an estimated $1.22M.
  • WEX made up 0.27% of New Amsterdam Partners's portfolio in Q1 2019, its #76 holding.
  • New Amsterdam Partners first reported a position in WEX in Q4 2018 and has held it in 2 quarters since.
  • New Amsterdam Partners's WEX position peaked at $1.54M in Q4 2018.
  • 339 funds tracked by Wall St. Rank held WEX as of Q1 2019.

Based on New Amsterdam Partners's 13F filing for Q1 2019, filed 2 May 2019.