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Wedmont Private Capital’s WEX WEX Stock Holding History

Wedmont Private Capital’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
2024
Q4 		– Sell
-1,113
Closed -$232K – 735
2024
Q3 		$232K Sell
1,113
-47
-4% -$8.76K 0.01% 592
2024
Q2 		$212K Buy
+1,160
New +$237K 0.01% 597

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Wedmont Private Capital's WEX Position: Q4 2024 in Review

Wedmont Private Capital sold out of WEX (WEX) in Q4 2024, closing a stake of 1,113 shares — an estimated $232K sold.

Wedmont Private Capital first reported a position in WEX in Q2 2024 and held it in 2 quarters. The position peaked at $232K in Q3 2024. 429 funds tracked by Wall St. Rank hold WEX as of Q4 2024.

  • Wedmont Private Capital reported no remaining WEX position as of Q4 2024 after selling out during the quarter.
  • Wedmont Private Capital sold 1,113 WEX shares in Q4 2024, an estimated $232K.
  • Wedmont Private Capital first reported a position in WEX in Q2 2024 and held it in 2 quarters.
  • Wedmont Private Capital's WEX position peaked at $232K in Q3 2024.
  • 429 funds tracked by Wall St. Rank held WEX as of Q4 2024.

Based on Wedmont Private Capital's 13F filing for Q4 2024, filed 13 Jan 2025.