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Truvestments Capital’s WEX WEX Stock Holding History

Truvestments Capital’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
2026
Q1 		$14.8K Sell
97
-111
-53% -$17.4K ﹤0.01% 691
2025
Q4 		$31K Sell
208
-47
-18% -$7.08K 0.01% 517
2025
Q3 		$40.2K Sell
255
-131
-34% -$21.7K 0.01% 477
2025
Q2 		$56.7K Sell
386
-67
-15% -$9K 0.01% 381
2025
Q1 		$71.1K Sell
453
-1,233
-73% -$203K 0.02% 337
2024
Q4 		$296K Buy
1,686
+78
+5% +$14.6K 0.08% 178
2024
Q3 		$337K Sell
1,608
-314
-16% -$58.5K 0.09% 164
2024
Q2 		$340K Buy
1,922
+103
+6% +$21K 0.14% 154
2024
Q1 		$432K Buy
1,819
+271
+18% +$58.3K 0.17% 129
2023
Q4 		$301K Buy
1,548
+47
+3% +$8.52K 0.14% 166
2023
Q3 		$282K Buy
1,501
+16
+1% +$3.09K 0.15% 134
2023
Q2 		$270K Sell
1,485
-1
-0.1% -$177 0.13% 141
2023
Q1 		$273K Buy
1,486
+443
+42% +$80.7K 0.15% 125
2022
Q4 		$171K Buy
+1,043
New +$162K 0.1% 173
2020
Q3 		– Sell
-9
Closed -$1K – 557
2020
Q2 		$1K Buy
+9
New +$1.24K ﹤0.01% 556

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PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return