Nilsine Partners’s WEX WEX Stock Holding History

Nilsine 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
2023 Q4	–	Sell	-1,674	Closed	-$315K	–	371
2023 Q3	$315K	Sell	1,674 -472	-22%	-$91.1K	0.05%	273
2023 Q2	$391K	Hold	2,146	–	–	0.06%	262
2023 Q1	$395K	Buy	+2,146	New	+$391K	0.06%	259

Other funds holding WEX

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 Boston, Massachusetts $2.9T AUM 29.55% 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

Nilsine Partners's WEX Position: Q4 2023 in Review

Nilsine Partners sold out of WEX (WEX) in Q4 2023, closing a stake of 1,674 shares — an estimated $315K sold.

Nilsine Partners first reported a position in WEX in Q1 2023 and held it in 3 quarters. The position peaked at $395K in Q1 2023. 417 funds tracked by Wall St. Rank hold WEX as of Q4 2023.

Nilsine Partners reported no remaining WEX position as of Q4 2023 after selling out during the quarter.
Nilsine Partners sold 1,674 WEX shares in Q4 2023, an estimated $315K.
Nilsine Partners first reported a position in WEX in Q1 2023 and held it in 3 quarters.
Nilsine Partners's WEX position peaked at $395K in Q1 2023.
417 funds tracked by Wall St. Rank held WEX as of Q4 2023.

Based on Nilsine Partners's 13F filing for Q4 2023, filed 24 Jan 2024.