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Sageworth Trust Company of South Dakota’s WEX WEX Stock Holding History

Sageworth Trust Company of South Dakota’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
2022
Q3 		– Sell
-27
Closed -$4K – 645
2022
Q2 		$4K Hold
27
– – 0.01% 271
2022
Q1 		$5K Sell
27
-136
-83% -$22.2K 0.01% 304
2021
Q4 		$23K Buy
+163
New +$24.9K 0.04% 208

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IC
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PCM
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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sageworth Trust Company of South Dakota's WEX Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of WEX (WEX) in Q3 2022, closing a stake of 27 shares — an estimated $4K sold.

Sageworth Trust Company of South Dakota first reported a position in WEX in Q4 2021 and held it in 3 quarters. The position peaked at $23K in Q4 2021. 354 funds tracked by Wall St. Rank hold WEX as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining WEX position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 27 WEX shares in Q3 2022, an estimated $4K.
  • Sageworth Trust Company of South Dakota first reported a position in WEX in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's WEX position peaked at $23K in Q4 2021.
  • 354 funds tracked by Wall St. Rank held WEX as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.