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Sowell Financial Services’s WEX WEX Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-3,172
Closed -$630K – 2726
2021
Q1 		$630K Sell
3,172
-95
-3% -$20K 0.02% 560
2020
Q4 		$665K Sell
3,267
-128
-4% -$21.5K 0.03% 439
2020
Q3 		$472K Sell
3,395
-844
-20% -$132K 0.02% 482
2020
Q2 		$699K Sell
4,239
-328
-7% -$45K 0.04% 363
2020
Q1 		$477K Buy
4,567
+2,484
+119% +$464K 0.04% 409
2019
Q4 		$436K Buy
2,083
+164
+9% +$32.9K 0.03% 488
2019
Q3 		$388K Buy
+1,919
New +$397K 0.03% 473
2019
Q1 		$392K Hold
2,044
– – 0.04% 393
2018
Q4 		$286K Hold
2,044
– – 0.04% 397
2018
Q3 		$410K Buy
+2,044
New +$392K 0.06% 229

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $150B AUM 40.08% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Sowell Financial Services's WEX Position: Q2 2021 in Review

Sowell Financial Services sold out of WEX (WEX) in Q2 2021, closing a stake of 3,172 shares — an estimated $630K sold.

Sowell Financial Services first reported a position in WEX in Q3 2018 and held it in 10 quarters. The position peaked at $699K in Q2 2020. 351 funds tracked by Wall St. Rank hold WEX as of Q2 2021.

  • Sowell Financial Services reported no remaining WEX position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,172 WEX shares in Q2 2021, an estimated $630K.
  • Sowell Financial Services first reported a position in WEX in Q3 2018 and held it in 10 quarters.
  • Sowell Financial Services's WEX position peaked at $699K in Q2 2020.
  • 351 funds tracked by Wall St. Rank held WEX as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.