WAM
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Wealthspire Advisors (Maryland)’s WEX WEX Stock Holding History

Wealthspire Advisors (Maryland)’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
-121
Closed -$23K – 2076
2019
Q1 		$23K Buy
121
+69
+133% +$11.7K ﹤0.01% 1227
2018
Q4 		$7K Sell
52
-34
-40% -$5.6K ﹤0.01% 1616
2018
Q3 		$17K Buy
86
+34
+65% +$6.52K ﹤0.01% 1376
2018
Q2 		$10K Hold
52
– – ﹤0.01% 1556
2018
Q1 		$8K Sell
52
-35
-40% -$5.26K ﹤0.01% 1653
2017
Q4 		$12K Hold
87
– – ﹤0.01% 1526
2017
Q3 		$10K Buy
87
+50
+135% +$5.42K ﹤0.01% 1585
2017
Q2 		$4K Buy
37
+35
+1,750% +$3.6K ﹤0.01% 1852
2017
Q1 		$0 Hold
2
– – ﹤0.01% 2034
2016
Q4 		$0 Hold
2
– – ﹤0.01% 1856
2016
Q3 		$0 Hold
2
– – ﹤0.01% 1815
2016
Q2 		$0 Hold
2
– – ﹤0.01% 1823
2016
Q1 		$0 Sell
2
-215
-99% -$15.5K ﹤0.01% 1857
2015
Q4 		$19K Buy
+217
New +$19.7K ﹤0.01% 993

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return