WealthTrust-Arizona’s WEX WEX Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$32K	Hold	226	–	–	0.02%	199
2018 Q3	$45K	Buy	226 +8	+4%	+$1.53K	0.02%	175
2018 Q2	$42K	Hold	218	–	–	0.02%	173
2018 Q1	$34K	Sell	218 -8	-4%	-$1.2K	0.02%	207
2017 Q4	$32K	Buy	+226	New	+$28.3K	0.02%	218
2015 Q3	–	Sell	-25	Closed	-$3K	–	640
2015 Q2	$3K	Hold	25	–	–	﹤0.01%	553
2015 Q1	$3K	Hold	25	–	–	﹤0.01%	564
2014 Q4	$2K	Hold	25	–	–	﹤0.01%	563
2014 Q3	$3K	Hold	25	–	–	﹤0.01%	539
2014 Q2	$3K	Hold	25	–	–	﹤0.01%	532
2014 Q1	$2K	Hold	25	–	–	﹤0.01%	592
2013 Q4	$2K	Hold	25	–	–	﹤0.01%	578
2013 Q3	$2K	Hold	25	–	–	﹤0.01%	568
2013 Q2	$2K	Buy	+25	New	+$1.86K	﹤0.01%	540

Other funds holding WEX

Wellington Management Group

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

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

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

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

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

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return