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WealthBridge Capital Management’s WEX WEX Stock Holding History

WealthBridge Capital 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
Q2 		– Sell
-4
Closed -$1K – 876
2019
Q1 		$1K Buy
+4
New +$676 ﹤0.01% 942

Other funds holding WEX

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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
Janus Henderson Group
Janus Henderson Group London $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 $150B AUM 40.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

WealthBridge Capital Management's WEX Position: Q2 2019 in Review

WealthBridge Capital Management sold out of WEX (WEX) in Q2 2019, closing a stake of 4 shares — an estimated $1K sold.

WealthBridge Capital Management first reported a position in WEX in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 341 funds tracked by Wall St. Rank hold WEX as of Q2 2019.

  • WealthBridge Capital Management reported no remaining WEX position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 4 WEX shares in Q2 2019, an estimated $1K.
  • WealthBridge Capital Management first reported a position in WEX in Q1 2019 and held it in 1 quarter.
  • WealthBridge Capital Management's WEX position peaked at $1K in Q1 2019.
  • 341 funds tracked by Wall St. Rank held WEX as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.