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Renaissance Group’s WEX WEX Stock Holding History

Renaissance 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
2024
Q4 		– Sell
-163,286
Closed -$34.2M – 259
2024
Q3 		$34.2M Buy
163,286
+24,529
+18% +$4.57M 1.41% 30
2024
Q2 		$24.6M Sell
138,757
-18,795
-12% -$3.83M 0.96% 53
2024
Q1 		$37.4M Buy
157,552
+10,529
+7% +$2.27M 1.41% 16
2023
Q4 		$28.6M Sell
147,023
-14,871
-9% -$2.7M 1.19% 48
2023
Q3 		$30.5M Buy
161,894
+6,050
+4% +$1.17M 1.39% 23
2023
Q2 		$28.4M Buy
155,844
+28,833
+23% +$5.11M 1.23% 43
2023
Q1 		$23.4M Buy
+127,011
New +$23.1M 1.07% 51

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Renaissance Group's WEX Position: Q4 2024 in Review

Renaissance Group sold out of WEX (WEX) in Q4 2024, closing a stake of 163,286 shares — an estimated $34.2M sold.

Renaissance Group first reported a position in WEX in Q1 2023 and held it in 7 quarters. The position peaked at $37.4M in Q1 2024. 431 funds tracked by Wall St. Rank hold WEX as of Q4 2024.

  • Renaissance Group reported no remaining WEX position as of Q4 2024 after selling out during the quarter.
  • Renaissance Group sold 163,286 WEX shares in Q4 2024, an estimated $34.2M.
  • Renaissance Group first reported a position in WEX in Q1 2023 and held it in 7 quarters.
  • Renaissance Group's WEX position peaked at $37.4M in Q1 2024.
  • 431 funds tracked by Wall St. Rank held WEX as of Q4 2024.

Based on Renaissance Group's 13F filing for Q4 2024, filed 13 Feb 2025.