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Salem Investment Counselors’s WEX WEX Stock Holding History

Salem Investment Counselors’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
Q2 		– Sell
-40
Closed -$9.5K – 1212
2024
Q1 		$9.5K Hold
40
– – ﹤0.01% 845
2023
Q4 		$7.78K Hold
40
– – ﹤0.01% 856
2023
Q3 		$7.52K Buy
+40
New +$7.72K ﹤0.01% 841
2017
Q1 		– Sell
-32
Closed -$4K – 688
2016
Q4 		$4K Buy
+32
New +$3.46K ﹤0.01% 563

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Salem Investment Counselors's WEX Position: Q2 2024 in Review

Salem Investment Counselors sold out of WEX (WEX) in Q2 2024, closing a stake of 40 shares — an estimated $9.5K sold.

Salem Investment Counselors first reported a position in WEX in Q4 2016 and held it in 4 quarters. The position peaked at $9.5K in Q1 2024. 441 funds tracked by Wall St. Rank hold WEX as of Q2 2024.

  • Salem Investment Counselors reported no remaining WEX position as of Q2 2024 after selling out during the quarter.
  • Salem Investment Counselors sold 40 WEX shares in Q2 2024, an estimated $9.5K.
  • Salem Investment Counselors first reported a position in WEX in Q4 2016 and held it in 4 quarters.
  • Salem Investment Counselors's WEX position peaked at $9.5K in Q1 2024.
  • 441 funds tracked by Wall St. Rank held WEX as of Q2 2024.

Based on Salem Investment Counselors's 13F filing for Q2 2024, filed 11 Jul 2024.