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Private Capital Group’s WEX WEX Stock Holding History

Private Capital Group’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
-19
Closed -$2K – 2157
2020
Q1 		$2K Sell
19
-41
-68% -$7.65K ﹤0.01% 1717
2019
Q4 		$12K Hold
60
– – ﹤0.01% 1279
2019
Q3 		$12K Sell
60
-48
-44% -$9.94K ﹤0.01% 1401
2019
Q2 		$21K Buy
108
+48
+80% +$9.66K ﹤0.01% 1068
2019
Q1 		$12K Sell
60
-48
-44% -$8.11K ﹤0.01% 1411
2018
Q4 		$15K Hold
108
– – ﹤0.01% 1229
2018
Q3 		$21K Hold
108
– – ﹤0.01% 1132
2018
Q2 		$20K Sell
108
-14
-11% -$2.44K ﹤0.01% 1124
2018
Q1 		$19K Buy
122
+22
+22% +$3.31K ﹤0.01% 1102
2017
Q4 		$51 Buy
+100
New +$12.5K 0.01% 684

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 $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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