Parisi Gray Wealth Management’s WEX WEX Stock Holding History

Parisi Gray Wealth Management’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
2021 Q3	–	Sell	-13	Closed	-$3K	–	555
2021 Q2	$3K	Buy	+13	New	+$2.67K	﹤0.01%	545

Other funds holding WEX

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

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

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

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

ACM

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

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

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Parisi Gray Wealth Management's WEX Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of WEX (WEX) in Q3 2021, closing a stake of 13 shares — an estimated $3K sold.

Parisi Gray Wealth Management first reported a position in WEX in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 333 funds tracked by Wall St. Rank hold WEX as of Q3 2021.

Parisi Gray Wealth Management reported no remaining WEX position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 13 WEX shares in Q3 2021, an estimated $3K.
Parisi Gray Wealth Management first reported a position in WEX in Q2 2021 and held it in 1 quarter.
Parisi Gray Wealth Management's WEX position peaked at $3K in Q2 2021.
333 funds tracked by Wall St. Rank held WEX as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.