UFF
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USA Financial Formulas’s WEX WEX Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-4,594
Closed -$922K – 358
2018
Q4 		$922K Sell
4,594
-61
-1% -$10K 0.23% 79
2018
Q3 		$887K Sell
4,655
-727
-14% -$139K 0.22% 74
2018
Q2 		$843K Sell
5,382
-38
-0.7% -$6.63K 0.2% 93
2018
Q1 		$849K Buy
+5,420
New +$815K 0.2% 93
2017
Q1 		– Sell
-3,498
Closed -$390K – 350
2016
Q4 		$390K Buy
+3,498
New +$378K 0.1% 179

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Janus Henderson Group
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return