UCFA
WEX icon

United Capital Financial Advisors’s WEX WEX Stock Holding History

United Capital Financial 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
2024
Q4 		– Sell
-1,044
Closed -$219K – 1109
2024
Q3 		$219K Buy
+1,044
New +$195K ﹤0.01% 983
2024
Q2 		– Sell
-1,180
Closed -$280K – 1119
2024
Q1 		$280K Sell
1,180
-85
-7% -$18.3K ﹤0.01% 902
2023
Q4 		$246K Buy
+1,265
New +$229K ﹤0.01% 940
2019
Q4 		– Sell
-392
Closed -$79K – 1433
2019
Q3 		$79K Buy
+392
New +$81.2K ﹤0.01% 1253

Other funds holding WEX

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Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return