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Reilly Financial Advisors’s WEX WEX Stock Holding History

Reilly Financial 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
Q4 		$13K Hold
94
– – ﹤0.01% 671
2021
Q3 		$17K Hold
94
– – ﹤0.01% 567
2021
Q2 		$18K Hold
94
– – ﹤0.01% 572
2021
Q1 		$20K Hold
94
– – ﹤0.01% 545
2020
Q4 		$19K Buy
+94
New +$15.8K ﹤0.01% 507
2019
Q2 		– Sell
-4
Closed -$1K – 1015
2019
Q1 		$1K Buy
+4
New +$676 ﹤0.01% 943

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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

Reilly Financial Advisors's WEX Position: Q4 2021 in Review

Reilly Financial Advisors held its WEX (WEX) position steady in Q4 2021 at 94 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Reilly Financial Advisors first reported a position in WEX in Q1 2019 and has held it in 6 quarters since. The position peaked at $20K in Q1 2021. 344 funds tracked by Wall St. Rank hold WEX as of Q4 2021.

  • Reilly Financial Advisors held 94 shares of WEX worth $13K as of Q4 2021.
  • Reilly Financial Advisors left its WEX share count unchanged in Q4 2021.
  • WEX made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #671 holding.
  • Reilly Financial Advisors first reported a position in WEX in Q1 2019 and has held it in 6 quarters since.
  • Reilly Financial Advisors's WEX position peaked at $20K in Q1 2021.
  • 344 funds tracked by Wall St. Rank held WEX as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.