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Piedmont Investment Advisors’s WEX WEX Stock Holding History

Piedmont 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
Q2 		– Sell
-7,027
Closed -$735K – 693
2020
Q1 		$735K Buy
7,027
+567
+9% +$106K 0.03% 350
2019
Q4 		$1.35M Sell
6,460
-578
-8% -$116K 0.05% 269
2019
Q3 		$1.42M Sell
7,038
-288
-4% -$59.7K 0.06% 247
2019
Q2 		$1.52M Buy
7,326
+3,189
+77% +$642K 0.06% 238
2019
Q1 		$794K Sell
4,137
-14
-0.3% -$2.37K 0.03% 353
2018
Q4 		$581K Buy
4,151
+1,152
+38% +$190K 0.03% 407
2018
Q3 		$602K Sell
2,999
-6
-0.2% -$1.15K 0.03% 447
2018
Q2 		$572K Buy
+3,005
New +$524K 0.03% 404

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Piedmont Investment Advisors's WEX Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of WEX (WEX) in Q2 2020, closing a stake of 7,027 shares — an estimated $735K sold.

Piedmont Investment Advisors first reported a position in WEX in Q2 2018 and held it in 8 quarters. The position peaked at $1.52M in Q2 2019. 347 funds tracked by Wall St. Rank hold WEX as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining WEX position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 7,027 WEX shares in Q2 2020, an estimated $735K.
  • Piedmont Investment Advisors first reported a position in WEX in Q2 2018 and held it in 8 quarters.
  • Piedmont Investment Advisors's WEX position peaked at $1.52M in Q2 2019.
  • 347 funds tracked by Wall St. Rank held WEX as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.