Regent Peak Wealth Advisors’s WEX WEX Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-3	Closed	-$1K	–	997
2020 Q4	$1K	Buy	+3	New	+$505	﹤0.01%	1012

Other funds holding WEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Regent Peak Wealth Advisors's WEX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of WEX (WEX) in Q1 2021, closing a stake of 3 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in WEX in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 361 funds tracked by Wall St. Rank hold WEX as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining WEX position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 3 WEX shares in Q1 2021, an estimated $1K.
Regent Peak Wealth Advisors first reported a position in WEX in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's WEX position peaked at $1K in Q4 2020.
361 funds tracked by Wall St. Rank held WEX as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.