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Wealthcare Advisory Partners’s WEX WEX Stock Holding History

Wealthcare Advisory Partners’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
-40
Closed -$8K – 1869
2021
Q1 		$8K Buy
+40
New +$8.44K ﹤0.01% 1536
2020
Q2 		– Sell
-40
Closed -$4K – 1361
2020
Q1 		$4K Hold
40
– – ﹤0.01% 1187
2019
Q4 		$8K Hold
40
– – ﹤0.01% 1016
2019
Q3 		$8K Hold
40
– – ﹤0.01% 984
2019
Q2 		$8K Hold
40
– – ﹤0.01% 969
2019
Q1 		$8K Hold
40
– – ﹤0.01% 881
2018
Q4 		$6K Buy
+40
New +$6.58K ﹤0.01% 907

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 $580B AUM 38.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Wealthcare Advisory Partners's WEX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of WEX (WEX) in Q2 2021, closing a stake of 40 shares — an estimated $8K sold.

Wealthcare Advisory Partners first reported a position in WEX in Q4 2018 and held it in 7 quarters. The position peaked at $8K in Q1 2021. 351 funds tracked by Wall St. Rank hold WEX as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining WEX position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 40 WEX shares in Q2 2021, an estimated $8K.
  • Wealthcare Advisory Partners first reported a position in WEX in Q4 2018 and held it in 7 quarters.
  • Wealthcare Advisory Partners's WEX position peaked at $8K in Q1 2021.
  • 351 funds tracked by Wall St. Rank held WEX as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.