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Yorktown Management & Research Company’s WEX WEX Stock Holding History

Yorktown Management & Research 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
Q1 		– Sell
-2,000
Closed -$407K – 280
2020
Q4 		$407K Hold
2,000
– – 0.37% 129
2020
Q3 		$278K Hold
2,000
– – 0.26% 214
2020
Q2 		$330K Buy
+2,000
New +$274K 0.3% 128
2019
Q1 		– Sell
-1,800
Closed -$252K – 354
2018
Q4 		$252K Hold
1,800
– – 0.08% 272
2018
Q3 		$361K Hold
1,800
– – 0.11% 207
2018
Q2 		$343K Buy
+1,800
New +$314K 0.1% 220

Other funds holding WEX

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Yorktown Management & Research Company's WEX Position: Q1 2021 in Review

Yorktown Management & Research Company sold out of WEX (WEX) in Q1 2021, closing a stake of 2,000 shares — an estimated $407K sold.

Yorktown Management & Research Company first reported a position in WEX in Q2 2018 and held it in 6 quarters. The position peaked at $407K in Q4 2020. 360 funds tracked by Wall St. Rank hold WEX as of Q1 2021.

  • Yorktown Management & Research Company reported no remaining WEX position as of Q1 2021 after selling out during the quarter.
  • Yorktown Management & Research Company sold 2,000 WEX shares in Q1 2021, an estimated $407K.
  • Yorktown Management & Research Company first reported a position in WEX in Q2 2018 and held it in 6 quarters.
  • Yorktown Management & Research Company's WEX position peaked at $407K in Q4 2020.
  • 360 funds tracked by Wall St. Rank held WEX as of Q1 2021.

Based on Yorktown Management & Research Company's 13F filing for Q1 2021, filed 11 May 2021.