Optimum Investment Advisors’s WEX WEX Stock Holding History

Optimum Investment 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
2020 Q4	–	Sell	-100	Closed	-$14K	–	962
2020 Q3	$14K	Hold	100	–	–	﹤0.01%	654
2020 Q2	$17K	Hold	100	–	–	0.01%	633
2020 Q1	$10K	Hold	100	–	–	﹤0.01%	685
2019 Q4	$21K	Hold	100	–	–	0.01%	667
2019 Q3	$20K	Hold	100	–	–	0.01%	684
2019 Q2	$21K	Hold	100	–	–	0.01%	667
2019 Q1	$19K	Hold	100	–	–	0.01%	704
2018 Q4	$14K	Hold	100	–	–	﹤0.01%	715
2018 Q3	$20K	Hold	100	–	–	0.01%	739
2018 Q2	$19K	Hold	100	–	–	0.01%	746
2018 Q1	$16K	Buy	+100	New	+$15K	﹤0.01%	751
2015 Q1	$21K	Hold	200	–	–	0.01%	679
2014 Q4	$20K	Hold	200	–	–	0.01%	718
2014 Q3	$22K	Sell	200 -100	-33%	-$11K	0.01%	626
2014 Q2	$31K	Hold	300	–	–	0.01%	583
2014 Q1	$29K	Hold	300	–	–	0.01%	456
2013 Q4	$30K	Hold	300	–	–	0.01%	458
2013 Q3	$26K	Buy	+300	New	+$25.4K	0.01%	455

Other funds holding WEX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Optimum Investment Advisors's WEX Position: Q4 2020 in Review

Optimum Investment Advisors sold out of WEX (WEX) in Q4 2020, closing a stake of 100 shares — an estimated $14K sold.

Optimum Investment Advisors first reported a position in WEX in Q3 2013 and held it in 18 quarters. The position peaked at $31K in Q2 2014. 353 funds tracked by Wall St. Rank hold WEX as of Q4 2020.

Optimum Investment Advisors reported no remaining WEX position as of Q4 2020 after selling out during the quarter.
Optimum Investment Advisors sold 100 WEX shares in Q4 2020, an estimated $14K.
Optimum Investment Advisors first reported a position in WEX in Q3 2013 and held it in 18 quarters.
Optimum Investment Advisors's WEX position peaked at $31K in Q2 2014.
353 funds tracked by Wall St. Rank held WEX as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.