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Shine Investment Advisory Services’s WEX WEX Stock Holding History

Shine Investment Advisory Services’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
Q3 		$12K Hold
87
– – ﹤0.01% 531
2020
Q2 		$14K Buy
+87
New +$11.9K 0.01% 510

Other funds holding WEX

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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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Shine Investment Advisory Services's WEX Position: Q3 2020 in Review

Shine Investment Advisory Services held its WEX (WEX) position steady in Q3 2020 at 87 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Shine Investment Advisory Services first reported a position in WEX in Q2 2020 and has held it in 2 quarters since. The position peaked at $14K in Q2 2020. 346 funds tracked by Wall St. Rank hold WEX as of Q3 2020.

  • Shine Investment Advisory Services held 87 shares of WEX worth $12K as of Q3 2020.
  • Shine Investment Advisory Services left its WEX share count unchanged in Q3 2020.
  • WEX made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #531 holding.
  • Shine Investment Advisory Services first reported a position in WEX in Q2 2020 and has held it in 2 quarters since.
  • Shine Investment Advisory Services's WEX position peaked at $14K in Q2 2020.
  • 346 funds tracked by Wall St. Rank held WEX as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.