Stratos Wealth Partners’s WEX WEX Stock Holding History

Stratos Wealth Partners’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
2018 Q4	–	Sell	-13	Closed	-$3K	–	2496
2018 Q3	$3K	Buy	+13	New	+$2.49K	﹤0.01%	2644
2018 Q2	–	Sell	-13	Closed	-$2K	–	2582
2018 Q1	$2K	Hold	13	–	–	﹤0.01%	2908
2017 Q4	$2K	Buy	+13	New	+$1.63K	﹤0.01%	2642

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 $3.37T AUM 44.26% 1-Year Est. Return

FCM

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

Stratos Wealth Partners's WEX Position: Q4 2018 in Review

Stratos Wealth Partners sold out of WEX (WEX) in Q4 2018, closing a stake of 13 shares — an estimated $3K sold.

Stratos Wealth Partners first reported a position in WEX in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 344 funds tracked by Wall St. Rank hold WEX as of Q4 2018.

Stratos Wealth Partners reported no remaining WEX position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 13 WEX shares in Q4 2018, an estimated $3K.
Stratos Wealth Partners first reported a position in WEX in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's WEX position peaked at $3K in Q3 2018.
344 funds tracked by Wall St. Rank held WEX as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.