Wealthcare Capital Management’s WEX WEX Stock Holding History

Wealthcare 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
2021 Q2	–	Sell	-14	Closed	-$3K	–	669
2021 Q1	$3K	Buy	+14	New	+$2.96K	﹤0.01%	520

Other funds holding WEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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 New York $131B AUM 28.36% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wealthcare Capital Management's WEX Position: Q2 2021 in Review

Wealthcare Capital Management sold out of WEX (WEX) in Q2 2021, closing a stake of 14 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in WEX in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 350 funds tracked by Wall St. Rank hold WEX as of Q2 2021.

Wealthcare Capital Management reported no remaining WEX position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 14 WEX shares in Q2 2021, an estimated $3K.
Wealthcare Capital Management first reported a position in WEX in Q1 2021 and held it in 1 quarter.
Wealthcare Capital Management's WEX position peaked at $3K in Q1 2021.
350 funds tracked by Wall St. Rank held WEX as of Q2 2021.

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