ZIM
WEX icon

Zacks Investment Management’s WEX WEX Stock Holding History

Zacks Investment 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
2019
Q1 		– Sell
-6,136
Closed -$859K – 603
2018
Q4 		$859K Sell
6,136
-143
-2% -$23.5K 0.02% 376
2018
Q3 		$1.26M Buy
6,279
+303
+5% +$58.1K 0.03% 358
2018
Q2 		$1.14M Buy
+5,976
New +$1.04M 0.02% 394
2017
Q2 		– Sell
-12,126
Closed -$1.25M – 694
2017
Q1 		$1.25M Sell
12,126
-1,328
-10% -$147K 0.03% 309
2016
Q4 		$1.5M Sell
13,454
-11,260
-46% -$1.22M 0.04% 245
2016
Q3 		$2.67M Buy
24,714
+1,757
+8% +$172K 0.08% 177
2016
Q2 		$2.04M Buy
+22,957
New +$2.05M 0.06% 198

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return