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TS Financial Group (TSFG)’s WEX WEX Stock Holding History

TS Financial Group (TSFG)’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
Q1 		– Sell
-10
Closed -$2K – 919
2020
Q4 		$2K Sell
10
-3
-23% -$505 ﹤0.01% 779
2020
Q3 		$2K Hold
13
– – ﹤0.01% 699
2020
Q2 		$2K Buy
13
+2
+18% +$274 ﹤0.01% 677
2020
Q1 		$1K Hold
11
– – ﹤0.01% 796
2019
Q4 		$2K Hold
11
– – ﹤0.01% 659
2019
Q3 		$2K Hold
11
– – ﹤0.01% 671
2019
Q2 		$2K Sell
11
-1
-8% -$201 ﹤0.01% 650
2019
Q1 		$2K Buy
+12
New +$2.03K ﹤0.01% 619

Other funds holding WEX

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
Janus Henderson Group
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TS Financial Group (TSFG)'s WEX Position: Q1 2021 in Review

TS Financial Group (TSFG) sold out of WEX (WEX) in Q1 2021, closing a stake of 10 shares — an estimated $2K sold.

TS Financial Group (TSFG) first reported a position in WEX in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q4 2020. 361 funds tracked by Wall St. Rank hold WEX as of Q1 2021.

  • TS Financial Group (TSFG) reported no remaining WEX position as of Q1 2021 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 10 WEX shares in Q1 2021, an estimated $2K.
  • TS Financial Group (TSFG) first reported a position in WEX in Q1 2019 and held it in 8 quarters.
  • TS Financial Group (TSFG)'s WEX position peaked at $2K in Q4 2020.
  • 361 funds tracked by Wall St. Rank held WEX as of Q1 2021.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2021, filed 14 Apr 2021.