Next Financial Group’s WEX WEX Stock Holding History

Next Financial 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
2020 Q1	–	Sell	-966	Closed	-$202K	–	2435
2019 Q4	$202K	Buy	+966	New	+$194K	0.02%	699

Other funds holding WEX

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ACM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's WEX Position: Q1 2020 in Review

Next Financial Group sold out of WEX (WEX) in Q1 2020, closing a stake of 966 shares — an estimated $202K sold.

Next Financial Group first reported a position in WEX in Q4 2019 and held it in 1 quarter. The position peaked at $202K in Q4 2019. 336 funds tracked by Wall St. Rank hold WEX as of Q1 2020.

Next Financial Group reported no remaining WEX position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 966 WEX shares in Q1 2020, an estimated $202K.
Next Financial Group first reported a position in WEX in Q4 2019 and held it in 1 quarter.
Next Financial Group's WEX position peaked at $202K in Q4 2019.
336 funds tracked by Wall St. Rank held WEX as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.