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Proficio Capital Partners’s WEX WEX Stock Holding History

Proficio Capital 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
2019
Q3 		– Sell
-23
Closed -$5K – 1538
2019
Q2 		$5K Buy
23
+6
+35% +$1.21K ﹤0.01% 1238
2019
Q1 		$3K Buy
17
+8
+89% +$1.35K ﹤0.01% 1288
2018
Q4 		$1K Hold
9
– – ﹤0.01% 1150
2018
Q3 		$2K Hold
9
– – ﹤0.01% 1107
2018
Q2 		$2K Hold
9
– – ﹤0.01% 1147
2018
Q1 		$1K Hold
9
– – ﹤0.01% 1240
2017
Q4 		$1K Hold
9
– – ﹤0.01% 1234
2017
Q3 		$1K Hold
9
– – ﹤0.01% 1231
2017
Q2 		$1K Sell
9
-32
-78% -$3.29K ﹤0.01% 1232
2017
Q1 		$4K Buy
+41
New +$4.55K ﹤0.01% 1044

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Proficio Capital Partners's WEX Position: Q3 2019 in Review

Proficio Capital Partners sold out of WEX (WEX) in Q3 2019, closing a stake of 23 shares — an estimated $5K sold.

Proficio Capital Partners first reported a position in WEX in Q1 2017 and held it in 10 quarters. The position peaked at $5K in Q2 2019. 345 funds tracked by Wall St. Rank hold WEX as of Q3 2019.

  • Proficio Capital Partners reported no remaining WEX position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 23 WEX shares in Q3 2019, an estimated $5K.
  • Proficio Capital Partners first reported a position in WEX in Q1 2017 and held it in 10 quarters.
  • Proficio Capital Partners's WEX position peaked at $5K in Q2 2019.
  • 345 funds tracked by Wall St. Rank held WEX as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.