WLG
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Williamson Legacy Group’s WEX WEX Stock Holding History

Williamson Legacy Group’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
Q2 		– Sell
-889
Closed -$211K – 117
2024
Q1 		$211K Buy
+889
New +$191K 0.16% 79

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Williamson Legacy Group's WEX Position: Q2 2024 in Review

Williamson Legacy Group sold out of WEX (WEX) in Q2 2024, closing a stake of 889 shares — an estimated $211K sold.

Williamson Legacy Group first reported a position in WEX in Q1 2024 and held it in 1 quarter. The position peaked at $211K in Q1 2024. 440 funds tracked by Wall St. Rank hold WEX as of Q2 2024.

  • Williamson Legacy Group reported no remaining WEX position as of Q2 2024 after selling out during the quarter.
  • Williamson Legacy Group sold 889 WEX shares in Q2 2024, an estimated $211K.
  • Williamson Legacy Group first reported a position in WEX in Q1 2024 and held it in 1 quarter.
  • Williamson Legacy Group's WEX position peaked at $211K in Q1 2024.
  • 440 funds tracked by Wall St. Rank held WEX as of Q2 2024.

Based on Williamson Legacy Group's 13F filing for Q2 2024, filed 14 Aug 2024.