Sharkey, Howes & Javer’s WEX WEX Stock Holding History

Sharkey, Howes & Javer’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 Q4	–	Sell	-1,131	Closed	-$213K	–	122
2023 Q3	$213K	Buy	+1,131	New	+$218K	0.04%	106

Other funds holding WEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sharkey, Howes & Javer's WEX Position: Q4 2023 in Review

Sharkey, Howes & Javer sold out of WEX (WEX) in Q4 2023, closing a stake of 1,131 shares — an estimated $213K sold.

Sharkey, Howes & Javer first reported a position in WEX in Q3 2023 and held it in 1 quarter. The position peaked at $213K in Q3 2023. 418 funds tracked by Wall St. Rank hold WEX as of Q4 2023.

Sharkey, Howes & Javer reported no remaining WEX position as of Q4 2023 after selling out during the quarter.
Sharkey, Howes & Javer sold 1,131 WEX shares in Q4 2023, an estimated $213K.
Sharkey, Howes & Javer first reported a position in WEX in Q3 2023 and held it in 1 quarter.
Sharkey, Howes & Javer's WEX position peaked at $213K in Q3 2023.
418 funds tracked by Wall St. Rank held WEX as of Q4 2023.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2023, filed 19 Jan 2024.