Sheets Smith Wealth Management’s WEX WEX Stock Holding History

Sheets Smith Wealth 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
2020 Q1	–	Sell	-2,535	Closed	-$527K	–	332
2019 Q4	$527K	Sell	2,535 -28	-1%	-$5.62K	0.1%	207
2019 Q3	$518K	Buy	+2,563	New	+$531K	0.11%	187
2018 Q4	–	Sell	-2,819	Closed	-$566K	–	324
2018 Q3	$566K	Buy	+2,819	New	+$541K	0.12%	197

Other funds holding WEX

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

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

Sheets Smith Wealth Management's WEX Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of WEX (WEX) in Q1 2020, closing a stake of 2,535 shares — an estimated $527K sold.

Sheets Smith Wealth Management first reported a position in WEX in Q3 2018 and held it in 3 quarters. The position peaked at $566K in Q3 2018. 336 funds tracked by Wall St. Rank hold WEX as of Q1 2020.

Sheets Smith Wealth Management reported no remaining WEX position as of Q1 2020 after selling out during the quarter.
Sheets Smith Wealth Management sold 2,535 WEX shares in Q1 2020, an estimated $527K.
Sheets Smith Wealth Management first reported a position in WEX in Q3 2018 and held it in 3 quarters.
Sheets Smith Wealth Management's WEX position peaked at $566K in Q3 2018.
336 funds tracked by Wall St. Rank held WEX as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.