Sutton Wealth Advisors’s WEX WEX Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$3.01K	Hold	16	–	–	﹤0.01%	656
2023 Q2	$2.91K	Hold	16	–	–	﹤0.01%	645
2023 Q1	$2.94K	Sell	16 -6	-27%	-$1.09K	﹤0.01%	589
2022 Q4	$3.6K	Hold	22	–	–	﹤0.01%	1138
2022 Q3	$2.79K	Hold	22	–	–	﹤0.01%	1147
2022 Q2	$3.42K	Hold	22	–	–	﹤0.01%	1107
2022 Q1	$3.93K	Hold	22	–	–	﹤0.01%	1109
2021 Q4	$3.09K	Buy	22 +6	+38%	+$917	﹤0.01%	1141
2021 Q3	$2.82K	Hold	16	–	–	﹤0.01%	1127
2021 Q2	$3.1K	Hold	16	–	–	﹤0.01%	1112
2021 Q1	$3.35K	Hold	16	–	–	﹤0.01%	1068
2020 Q4	$3.26K	Hold	16	–	–	﹤0.01%	1044
2020 Q3	$2.22K	Hold	16	–	–	﹤0.01%	1060
2020 Q2	$2.64K	Buy	+16	New	+$2.2K	﹤0.01%	1023
2018 Q3	–	Sell	-75	Closed	-$14.3K	–	1166
2018 Q2	$14.3K	Buy	+75	New	+$13.1K	0.01%	727

Other funds holding WEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Sutton Wealth Advisors's WEX Position: Q3 2023 in Review

Sutton Wealth Advisors held its WEX (WEX) position steady in Q3 2023 at 16 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Sutton Wealth Advisors first reported a position in WEX in Q2 2018 and has held it in 15 quarters since. The position peaked at $14.3K in Q2 2018. 412 funds tracked by Wall St. Rank hold WEX as of Q3 2023.

Sutton Wealth Advisors held 16 shares of WEX worth $3.01K as of Q3 2023.
Sutton Wealth Advisors left its WEX share count unchanged in Q3 2023.
WEX made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #656 holding.
Sutton Wealth Advisors first reported a position in WEX in Q2 2018 and has held it in 15 quarters since.
Sutton Wealth Advisors's WEX position peaked at $14.3K in Q2 2018.
412 funds tracked by Wall St. Rank held WEX as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.