VFA
WEX icon

Valeo Financial Advisors’s WEX WEX Stock Holding History

Valeo 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
2021
Q2 		– Sell
-100
Closed -$21K – 1832
2021
Q1 		$21K Hold
100
– – ﹤0.01% 1152
2020
Q4 		$20K Hold
100
– – ﹤0.01% 1033
2020
Q3 		$14K Sell
100
-10
-9% -$1.57K ﹤0.01% 1014
2020
Q2 		$18K Sell
110
-4
-4% -$549 ﹤0.01% 1106
2020
Q1 		$14K Buy
114
+14
+14% +$2.61K ﹤0.01% 990
2019
Q4 		$21K Hold
100
– – ﹤0.01% 918
2019
Q3 		$20K Buy
+100
New +$20.7K ﹤0.01% 854
2018
Q4 		– Sell
-7
Closed -$1K – 1746
2018
Q3 		$1K Buy
+7
New +$1.34K ﹤0.01% 1696

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return