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Wilbanks Smith & Thomas Asset Management’s WEX WEX Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 		– Sell
-132
Closed -$27K – 1303
2018
Q3 		$27K Buy
+132
New +$25.3K ﹤0.01% 816

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

Wilbanks Smith & Thomas Asset Management's WEX Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of WEX (WEX) in Q4 2018, closing a stake of 132 shares — an estimated $27K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in WEX in Q3 2018 and held it in 1 quarter. The position peaked at $27K in Q3 2018. 344 funds tracked by Wall St. Rank hold WEX as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining WEX position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 132 WEX shares in Q4 2018, an estimated $27K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in WEX in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's WEX position peaked at $27K in Q3 2018.
  • 344 funds tracked by Wall St. Rank held WEX as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.