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Tortoise Investment Management’s WEX WEX Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-4
Closed -$630 – 1447
2025
Q3 		$630 Sell
4
-3
-43% -$496 ﹤0.01% 1135
2025
Q2 		$1.03K Buy
7
+1
+17% +$134 ﹤0.01% 962
2025
Q1 		$942 Hold
6
– – ﹤0.01% 757
2024
Q4 		$1.05K Hold
6
– – ﹤0.01% 797
2024
Q3 		$1.26K Sell
6
-4
-40% -$746 ﹤0.01% 802
2024
Q2 		$1.77K Hold
10
– – ﹤0.01% 790
2024
Q1 		$2.38K Buy
+10
New +$2.15K ﹤0.01% 755
2020
Q2 		– Sell
-4
Closed – – 563
2020
Q1 		$0 Hold
4
– – ﹤0.01% 614
2019
Q4 		$1K Hold
4
– – ﹤0.01% 584
2019
Q3 		$1K Hold
4
– – ﹤0.01% 585
2019
Q2 		$1K Hold
4
– – ﹤0.01% 618
2019
Q1 		$1K Buy
+4
New +$676 ﹤0.01% 614

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BlackRock
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PCM
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IC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return