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Personal Wealth Partners’s WEX WEX Stock Holding History

Personal Wealth 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
2021
Q3 		– Sell
-24
Closed -$5K – 394
2021
Q2 		$5K Buy
+24
New +$4.92K ﹤0.01% 320
2020
Q1 		– Sell
-24
Closed -$5K – 621
2019
Q4 		$5K Hold
24
– – ﹤0.01% 280
2019
Q3 		$5K Hold
24
– – ﹤0.01% 278
2019
Q2 		$5K Buy
+24
New +$4.83K ﹤0.01% 243

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
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
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Personal Wealth Partners's WEX Position: Q3 2021 in Review

Personal Wealth Partners sold out of WEX (WEX) in Q3 2021, closing a stake of 24 shares — an estimated $5K sold.

Personal Wealth Partners first reported a position in WEX in Q2 2019 and held it in 4 quarters. The position peaked at $5K in Q2 2021. 333 funds tracked by Wall St. Rank hold WEX as of Q3 2021.

  • Personal Wealth Partners reported no remaining WEX position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 24 WEX shares in Q3 2021, an estimated $5K.
  • Personal Wealth Partners first reported a position in WEX in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's WEX position peaked at $5K in Q2 2021.
  • 333 funds tracked by Wall St. Rank held WEX as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.