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Wipfli Financial Advisors’s WEX WEX Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$43K Buy
+340
New +$53.4K ﹤0.01% 1170

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wipfli Financial Advisors's WEX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in WEX (WEX) in Q3 2022: 340 shares worth $43K. The stake represents ﹤0.01% of the portfolio and ranks #1170 among its holdings.

354 funds tracked by Wall St. Rank hold WEX as of Q3 2022.

  • Wipfli Financial Advisors held 340 shares of WEX worth $43K as of Q3 2022.
  • WEX was a new Wipfli Financial Advisors position in Q3 2022.
  • WEX made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1170 holding.
  • 354 funds tracked by Wall St. Rank held WEX as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.