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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 – 1108
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

Janus Henderson Group
Janus Henderson Group London $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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

United Capital Financial Advisors's WEX Position: Q4 2024 in Review

United Capital Financial Advisors sold out of WEX (WEX) in Q4 2024, closing a stake of 1,044 shares — an estimated $219K sold.

United Capital Financial Advisors first reported a position in WEX in Q3 2019 and held it in 4 quarters. The position peaked at $280K in Q1 2024. 431 funds tracked by Wall St. Rank hold WEX as of Q4 2024.

  • United Capital Financial Advisors reported no remaining WEX position as of Q4 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,044 WEX shares in Q4 2024, an estimated $219K.
  • United Capital Financial Advisors first reported a position in WEX in Q3 2019 and held it in 4 quarters.
  • United Capital Financial Advisors's WEX position peaked at $280K in Q1 2024.
  • 431 funds tracked by Wall St. Rank held WEX as of Q4 2024.

Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.