OWA
WEX icon

One Wealth Advisors’s WEX WEX Stock Holding History

One Wealth Advisors’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
Q1 		– Sell
-451
Closed -$73.8K – 601
2022
Q4 		$73.8K Buy
+451
New +$70.2K 0.02% 339
2019
Q2 		– Sell
-71
Closed -$14K – 492
2019
Q1 		$14K Buy
+71
New +$12K 0.01% 296
2018
Q4 		– Sell
-202
Closed -$41K – 474
2018
Q3 		$41K Sell
202
-485
-71% -$93K 0.03% 278
2018
Q2 		$131K Buy
+687
New +$120K 0.1% 164
2018
Q1 		– Sell
-1,706
Closed -$241K – 592
2017
Q4 		$241K Buy
+1,706
New +$213K 0.2% 87

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return