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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 – 2033
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% 2028
2016
Q4 		$0 Hold
2
– – ﹤0.01% 1851
2016
Q3 		$0 Hold
2
– – ﹤0.01% 1810
2016
Q2 		$0 Hold
2
– – ﹤0.01% 1815
2016
Q1 		$0 Sell
2
-215
-99% -$15.5K ﹤0.01% 1849
2015
Q4 		$19K Buy
+217
New +$19.7K ﹤0.01% 993

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WEX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of WEX (WEX) in Q2 2019, closing a stake of 121 shares — an estimated $23K sold.

Wealthspire Advisors (Maryland) first reported a position in WEX in Q4 2015 and held it in 14 quarters. The position peaked at $23K in Q1 2019. 341 funds tracked by Wall St. Rank hold WEX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining WEX position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 121 WEX shares in Q2 2019, an estimated $23K.
  • Wealthspire Advisors (Maryland) first reported a position in WEX in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s WEX position peaked at $23K in Q1 2019.
  • 341 funds tracked by Wall St. Rank held WEX as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.