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Sound Income Strategies’s WEX WEX Stock Holding History

Sound Income Strategies’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
2021
Q2 		– Sell
-15
Closed -$3.14K – 1056
2021
Q1 		$3.14K Hold
15
– – ﹤0.01% 699
2020
Q4 		$3K Hold
15
– – ﹤0.01% 688
2020
Q3 		$2K Buy
+15
New +$2.35K ﹤0.01% 693

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Sound Income Strategies's WEX Position: Q2 2021 in Review

Sound Income Strategies sold out of WEX (WEX) in Q2 2021, closing a stake of 15 shares — an estimated $3.14K sold.

Sound Income Strategies first reported a position in WEX in Q3 2020 and held it in 3 quarters. The position peaked at $3.14K in Q1 2021. 351 funds tracked by Wall St. Rank hold WEX as of Q2 2021.

  • Sound Income Strategies reported no remaining WEX position as of Q2 2021 after selling out during the quarter.
  • Sound Income Strategies sold 15 WEX shares in Q2 2021, an estimated $3.14K.
  • Sound Income Strategies first reported a position in WEX in Q3 2020 and held it in 3 quarters.
  • Sound Income Strategies's WEX position peaked at $3.14K in Q1 2021.
  • 351 funds tracked by Wall St. Rank held WEX as of Q2 2021.

Based on Sound Income Strategies's 13F filing for Q2 2021, filed 13 Jul 2021.