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TCI Wealth Advisors’s WEX WEX Stock Holding History

TCI 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
Q2 		– Sell
-2
Closed -$368 – 2227
2023
Q1 		$368 Buy
2
+1
+100% +$182 ﹤0.01% 2267
2022
Q4 		$164 Hold
1
– – ﹤0.01% 2357
2022
Q3 		$0 Buy
+1
New +$157 ﹤0.01% 2615
2020
Q1 		– Sell
-28
Closed -$6K – 1784
2019
Q4 		$6K Buy
+28
New +$5.62K ﹤0.01% 828

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
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

TCI Wealth Advisors's WEX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of WEX (WEX) in Q2 2023, closing a stake of 2 shares — an estimated $368 sold.

TCI Wealth Advisors first reported a position in WEX in Q4 2019 and held it in 4 quarters. The position peaked at $6K in Q4 2019. 408 funds tracked by Wall St. Rank hold WEX as of Q2 2023.

  • TCI Wealth Advisors reported no remaining WEX position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 2 WEX shares in Q2 2023, an estimated $368.
  • TCI Wealth Advisors first reported a position in WEX in Q4 2019 and held it in 4 quarters.
  • TCI Wealth Advisors's WEX position peaked at $6K in Q4 2019.
  • 408 funds tracked by Wall St. Rank held WEX as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.