TRUE Private Wealth Advisors’s WEX WEX Stock Holding History

TRUE Private 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
2019 Q3	–	Sell	-13	Closed	-$2K	–	716
2019 Q2	$2K	Buy	+13	New	+$2.62K	﹤0.01%	736
2018 Q4	–	Sell	-513	Closed	-$103K	–	910
2018 Q3	$103K	Buy	+513	New	+$98.4K	0.01%	358

Other funds holding WEX

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ACM

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LWCFA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TRUE Private Wealth Advisors's WEX Position: Q3 2019 in Review

TRUE Private Wealth Advisors sold out of WEX (WEX) in Q3 2019, closing a stake of 13 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in WEX in Q3 2018 and held it in 2 quarters. The position peaked at $103K in Q3 2018. 345 funds tracked by Wall St. Rank hold WEX as of Q3 2019.

TRUE Private Wealth Advisors reported no remaining WEX position as of Q3 2019 after selling out during the quarter.
TRUE Private Wealth Advisors sold 13 WEX shares in Q3 2019, an estimated $2K.
TRUE Private Wealth Advisors first reported a position in WEX in Q3 2018 and held it in 2 quarters.
TRUE Private Wealth Advisors's WEX position peaked at $103K in Q3 2018.
345 funds tracked by Wall St. Rank held WEX as of Q3 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.