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Sierra Ocean’s WEX WEX Stock Holding History

Sierra Ocean’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
2025
Q1 		– Sell
-2
Closed -$351 – 1124
2024
Q4 		$351 Buy
+2
New +$375 ﹤0.01% 1032

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Sierra Ocean's WEX Position: Q1 2025 in Review

Sierra Ocean sold out of WEX (WEX) in Q1 2025, closing a stake of 2 shares — an estimated $351 sold.

Sierra Ocean first reported a position in WEX in Q4 2024 and held it in 1 quarter. The position peaked at $351 in Q4 2024. 421 funds tracked by Wall St. Rank hold WEX as of Q1 2025.

  • Sierra Ocean reported no remaining WEX position as of Q1 2025 after selling out during the quarter.
  • Sierra Ocean sold 2 WEX shares in Q1 2025, an estimated $351.
  • Sierra Ocean first reported a position in WEX in Q4 2024 and held it in 1 quarter.
  • Sierra Ocean's WEX position peaked at $351 in Q4 2024.
  • 421 funds tracked by Wall St. Rank held WEX as of Q1 2025.

Based on Sierra Ocean's 13F filing for Q1 2025, filed 29 Apr 2025.