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WEX icon

Sciencast Management’s WEX WEX Stock Holding History

Sciencast Management’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
2023
Q3 		– Sell
-3,444
Closed -$637K – 466
2023
Q2 		$637K Buy
+3,444
New +$610K 0.52% 80
2021
Q2 		– Sell
-2,367
Closed -$508K – 726
2021
Q1 		$508K Sell
2,367
-3,092
-57% -$653K 0.1% 280
2020
Q4 		$1.16M Sell
5,459
-1,159
-18% -$195K 0.24% 137
2020
Q3 		$1.07M Buy
+6,618
New +$1.04M 0.41% 72
2019
Q2 		– Sell
-2,300
Closed -$458K – 485
2019
Q1 		$458K Buy
+2,300
New +$389K 0.16% 200

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return