Stifel Financial
WEX icon

Stifel Financial’s WEX WEX Stock Holding History

Stifel Financial’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
2024
Q2 		– Sell
-1,258
Closed -$299K – 3458
2024
Q1 		$299K Sell
1,258
-641
-34% -$138K ﹤0.01% 2917
2023
Q4 		$369K Buy
1,899
+456
+32% +$82.7K ﹤0.01% 2726
2023
Q3 		$271K Sell
1,443
-72
-5% -$13.9K ﹤0.01% 2842
2023
Q2 		$276K Buy
1,515
+297
+24% +$52.6K ﹤0.01% 2870
2023
Q1 		$224K Buy
+1,218
New +$222K ﹤0.01% 2985
2022
Q3 		– Sell
-1,401
Closed -$218K – 3395
2022
Q2 		$218K Buy
+1,401
New +$229K ﹤0.01% 2946
2022
Q1 		– Sell
-10,023
Closed -$1.41M – 3505
2021
Q4 		$1.41M Buy
+10,023
New +$1.53M ﹤0.01% 1867
2020
Q3 		– Sell
-2,538
Closed -$419K – 2990
2020
Q2 		$419K Buy
+2,538
New +$348K ﹤0.01% 2160
2020
Q1 		– Sell
-2,310
Closed -$485K – 3102
2019
Q4 		$485K Buy
2,310
+902
+64% +$181K ﹤0.01% 2275
2019
Q3 		$287K Sell
1,408
-23
-2% -$4.76K ﹤0.01% 2461
2019
Q2 		$300K Sell
1,431
-83
-5% -$16.7K ﹤0.01% 2503
2019
Q1 		$294K Buy
+1,514
New +$256K ﹤0.01% 2379
2015
Q3 		– Sell
-40,563
Closed -$4.62M – 2382
2015
Q2 		$4.62M Sell
40,563
-112,466
-73% -$12.8M 0.02% 606
2015
Q1 		$16.4M Sell
153,029
-32,593
-18% -$3.29M 0.09% 263
2014
Q4 		$26.5M Sell
185,622
-13,219
-7% -$1.41M 0.15% 172
2014
Q3 		$21.9M Sell
198,841
-1,816
-0.9% -$200K 0.19% 119
2014
Q2 		$21.1M Buy
200,657
+17,789
+10% +$1.7M 0.19% 124
2014
Q1 		$17.4M Buy
+182,868
New +$16.7M 0.17% 148

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stifel Financial's WEX Position: Q2 2024 in Review

Stifel Financial sold out of WEX (WEX) in Q2 2024, closing a stake of 1,258 shares — an estimated $299K sold.

Stifel Financial first reported a position in WEX in Q1 2014 and held it in 18 quarters. The position peaked at $26.5M in Q4 2014. 442 funds tracked by Wall St. Rank hold WEX as of Q2 2024.

  • Stifel Financial reported no remaining WEX position as of Q2 2024 after selling out during the quarter.
  • Stifel Financial sold 1,258 WEX shares in Q2 2024, an estimated $299K.
  • Stifel Financial first reported a position in WEX in Q1 2014 and held it in 18 quarters.
  • Stifel Financial's WEX position peaked at $26.5M in Q4 2014.
  • 442 funds tracked by Wall St. Rank held WEX as of Q2 2024.

Based on Stifel Financial's 13F filing for Q2 2024, filed 13 Aug 2024.