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WhitTier Trust Company’s WEX WEX Stock Holding History

WhitTier Trust Company’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
Q4 		– Sell
-80
Closed -$14K – 1120
2021
Q3 		$14K Hold
80
– – ﹤0.01% 894
2021
Q2 		$16K Hold
80
– – ﹤0.01% 821
2021
Q1 		$17K Hold
80
– – ﹤0.01% 801
2020
Q4 		$16K Buy
+80
New +$13.5K ﹤0.01% 781
2014
Q1 		– Sell
-145
Closed -$14K – 932
2013
Q4 		$14K Hold
145
– – ﹤0.01% 740
2013
Q3 		$13K Hold
145
– – ﹤0.01% 728
2013
Q2 		$11K Buy
+145
New +$10.8K ﹤0.01% 738

Other funds holding WEX

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WhitTier Trust Company's WEX Position: Q4 2021 in Review

WhitTier Trust Company sold out of WEX (WEX) in Q4 2021, closing a stake of 80 shares — an estimated $14K sold.

WhitTier Trust Company first reported a position in WEX in Q2 2013 and held it in 7 quarters. The position peaked at $17K in Q1 2021. 344 funds tracked by Wall St. Rank hold WEX as of Q4 2021.

  • WhitTier Trust Company reported no remaining WEX position as of Q4 2021 after selling out during the quarter.
  • WhitTier Trust Company sold 80 WEX shares in Q4 2021, an estimated $14K.
  • WhitTier Trust Company first reported a position in WEX in Q2 2013 and held it in 7 quarters.
  • WhitTier Trust Company's WEX position peaked at $17K in Q1 2021.
  • 344 funds tracked by Wall St. Rank held WEX as of Q4 2021.

Based on WhitTier Trust Company's 13F filing for Q4 2021, filed 19 Jan 2022.