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TwinBeech Capital’s WEX WEX Stock Holding History

TwinBeech 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
2025
Q1 		– Sell
-11,690
Closed -$2.05M – 997
2024
Q4 		$2.05M Buy
+11,690
New +$2.19M 0.04% 327
2024
Q3 		– Sell
-29,187
Closed -$5.17M – 921
2024
Q2 		$5.17M Buy
+29,187
New +$5.95M 0.1% 225
2022
Q4 		– Sell
-73,165
Closed -$9.29M – 964
2022
Q3 		$9.29M Buy
+73,165
New +$11.5M 0.25% 118
2022
Q1 		– Sell
-10,503
Closed -$1.48M – 763
2021
Q4 		$1.48M Buy
10,503
+8,216
+359% +$1.26M 0.08% 274
2021
Q3 		$403K Sell
2,287
-8,180
-78% -$1.49M 0.03% 462
2021
Q2 		$2.03M Buy
+10,467
New +$2.15M 0.25% 127
2020
Q4 		– Sell
-15,154
Closed -$2.11M – 637
2020
Q3 		$2.11M Buy
+15,154
New +$2.37M 0.46% 66

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return