Tyers Asset Management’s WEX WEX Stock Holding History

Tyers Asset 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
2019 Q3	$1.27M	Hold	6,270	–	–	0.04%	300
2019 Q2	$1.3M	Sell	6,270 -66	-1%	-$13.3K	0.04%	286
2019 Q1	$1.22M	Sell	6,336 -4,554	-42%	-$770K	0.04%	283
2018 Q4	$1.52M	Sell	10,890 -264	-2%	-$43.5K	0.06%	231
2018 Q3	$2.24M	Buy	11,154 +5,720	+105%	+$1.1M	0.07%	202
2018 Q2	$1.03M	Buy	5,434 +1,452	+36%	+$253K	0.04%	289
2018 Q1	$624K	Buy	3,982 +198	+5%	+$29.8K	0.02%	365
2017 Q4	$534K	Buy	3,784 +792	+26%	+$99.1K	0.02%	423
2017 Q3	$336K	Buy	2,992 +330	+12%	+$35.8K	0.01%	498
2017 Q2	$278K	Buy	2,662 +1,122	+73%	+$115K	0.01%	536
2017 Q1	$159K	Buy	1,540 +88	+6%	+$9.77K	0.01%	572
2016 Q4	$162K	Buy	+1,452	New	+$157K	0.01%	538

Other funds holding WEX

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $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 $131B AUM 28.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tyers Asset Management's WEX Position: Q3 2019 in Review

Tyers Asset Management held its WEX (WEX) position steady in Q3 2019 at 6,270 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #300.

Tyers Asset Management first reported a position in WEX in Q4 2016 and has held it in 12 quarters since. The position peaked at $2.24M in Q3 2018. 345 funds tracked by Wall St. Rank hold WEX as of Q3 2019.

Tyers Asset Management held 6,270 shares of WEX worth $1.27M as of Q3 2019.
Tyers Asset Management left its WEX share count unchanged in Q3 2019.
WEX made up 0.04% of Tyers Asset Management's portfolio in Q3 2019, its #300 holding.
Tyers Asset Management first reported a position in WEX in Q4 2016 and has held it in 12 quarters since.
Tyers Asset Management's WEX position peaked at $2.24M in Q3 2018.
345 funds tracked by Wall St. Rank held WEX as of Q3 2019.

Based on Tyers Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.