QIM
WEX icon

Quantitative Investment Management’s WEX WEX Stock Holding History

Quantitative Investment 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
2020
Q1 		– Sell
-8,644
Closed -$1.81M – 845
2019
Q4 		$1.81M Buy
8,644
+6,953
+411% +$1.39M 0.05% 331
2019
Q3 		$341K Buy
+1,691
New +$350K 0.02% 510
2019
Q1 		– Sell
-13,300
Closed -$1.86M – 849
2018
Q4 		$1.86M Buy
+13,300
New +$2.19M 0.1% 200
2018
Q2 		– Sell
-10,000
Closed -$1.57M – 947
2018
Q1 		$1.57M Sell
10,000
-37,000
-79% -$5.56M 0.03% 501
2017
Q4 		$6.64M Buy
47,000
+39,000
+488% +$4.88M 0.1% 237
2017
Q3 		$897K Buy
+8,000
New +$867K 0.01% 569
2015
Q2 		– Sell
-2,500
Closed -$268K – 713
2015
Q1 		$268K Buy
+2,500
New +$252K 0.03% 506

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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return