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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 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

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

Primecap Management Pasadena, California $169B AUM 114.72% 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.