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Ropes Wealth Advisors’s WEX WEX Stock Holding History

Ropes 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
-28
Closed -$6K – 790
2020
Q4 		$6K Hold
28
– – ﹤0.01% 565
2020
Q3 		$4K Hold
28
– – ﹤0.01% 572
2020
Q2 		$5K Hold
28
– – ﹤0.01% 495
2020
Q1 		$3K Hold
28
– – ﹤0.01% 486
2019
Q4 		$6K Hold
28
– – ﹤0.01% 497
2019
Q3 		$6K Hold
28
– – ﹤0.01% 508
2019
Q2 		$6K Buy
+28
New +$5.63K ﹤0.01% 513

Other funds holding WEX

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ropes Wealth Advisors's WEX Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of WEX (WEX) in Q1 2021, closing a stake of 28 shares — an estimated $6K sold.

Ropes Wealth Advisors first reported a position in WEX in Q2 2019 and held it in 7 quarters. The position peaked at $6K in Q4 2020. 361 funds tracked by Wall St. Rank hold WEX as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining WEX position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 28 WEX shares in Q1 2021, an estimated $6K.
  • Ropes Wealth Advisors first reported a position in WEX in Q2 2019 and held it in 7 quarters.
  • Ropes Wealth Advisors's WEX position peaked at $6K in Q4 2020.
  • 361 funds tracked by Wall St. Rank held WEX as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.