Symphony Financial’s WEX WEX Stock Holding History

Symphony 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
2020 Q3	–	Sell	-3,504	Closed	-$578K	–	161
2020 Q2	$578K	Buy	+3,504	New	+$481K	0.28%	64

Other funds holding WEX

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

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

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

PCM

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

Symphony Financial's WEX Position: Q3 2020 in Review

Symphony Financial sold out of WEX (WEX) in Q3 2020, closing a stake of 3,504 shares — an estimated $578K sold.

Symphony Financial first reported a position in WEX in Q2 2020 and held it in 1 quarter. The position peaked at $578K in Q2 2020. 346 funds tracked by Wall St. Rank hold WEX as of Q3 2020.

Symphony Financial reported no remaining WEX position as of Q3 2020 after selling out during the quarter.
Symphony Financial sold 3,504 WEX shares in Q3 2020, an estimated $578K.
Symphony Financial first reported a position in WEX in Q2 2020 and held it in 1 quarter.
Symphony Financial's WEX position peaked at $578K in Q2 2020.
346 funds tracked by Wall St. Rank held WEX as of Q3 2020.

Based on Symphony Financial's 13F filing for Q3 2020, filed 9 Oct 2020.