Simplicity Solutions’s WEX WEX Stock Holding History

Simplicity Solutions’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
2019 Q2	–	Sell	-1,861	Closed	-$357K	–	885
2019 Q1	$357K	Sell	1,861 -106	-5%	-$17.9K	0.02%	481
2018 Q4	$276K	Buy	+1,967	New	+$324K	0.04%	473

Other funds holding WEX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $3.38T AUM 44.17% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Simplicity Solutions's WEX Position: Q2 2019 in Review

Simplicity Solutions sold out of WEX (WEX) in Q2 2019, closing a stake of 1,861 shares — an estimated $357K sold.

Simplicity Solutions first reported a position in WEX in Q4 2018 and held it in 2 quarters. The position peaked at $357K in Q1 2019. 341 funds tracked by Wall St. Rank hold WEX as of Q2 2019.

Simplicity Solutions reported no remaining WEX position as of Q2 2019 after selling out during the quarter.
Simplicity Solutions sold 1,861 WEX shares in Q2 2019, an estimated $357K.
Simplicity Solutions first reported a position in WEX in Q4 2018 and held it in 2 quarters.
Simplicity Solutions's WEX position peaked at $357K in Q1 2019.
341 funds tracked by Wall St. Rank held WEX as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.