TD Asset Management
WEX icon

TD Asset Management’s WEX WEX Stock Holding History

TD Asset Management’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
2021
Q2 		– Sell
-52,000
Closed -$10.9M – 1574
2021
Q1 		$10.9M Buy
52,000
+5,000
+11% +$1.06M 0.01% 613
2020
Q4 		$9.57M Buy
47,000
+6,000
+15% +$1.01M 0.01% 603
2020
Q3 		$5.7M Buy
41,000
+2,000
+5% +$313K 0.01% 667
2020
Q2 		$6.43M Sell
39,000
-5,000
-11% -$686K 0.01% 599
2020
Q1 		$4.6M Buy
44,000
+12,337
+39% +$2.3M 0.01% 639
2019
Q4 		$6.63M Buy
+31,663
New +$6.35M 0.01% 656

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

TD Asset Management's WEX Position: Q2 2021 in Review

TD Asset Management sold out of WEX (WEX) in Q2 2021, closing a stake of 52,000 shares — an estimated $10.9M sold.

TD Asset Management first reported a position in WEX in Q4 2019 and held it in 6 quarters. The position peaked at $10.9M in Q1 2021. 351 funds tracked by Wall St. Rank hold WEX as of Q2 2021.

  • TD Asset Management reported no remaining WEX position as of Q2 2021 after selling out during the quarter.
  • TD Asset Management sold 52,000 WEX shares in Q2 2021, an estimated $10.9M.
  • TD Asset Management first reported a position in WEX in Q4 2019 and held it in 6 quarters.
  • TD Asset Management's WEX position peaked at $10.9M in Q1 2021.
  • 351 funds tracked by Wall St. Rank held WEX as of Q2 2021.

Based on TD Asset Management's 13F filing for Q2 2021, filed 11 Aug 2021.