Zions Bancorporation’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.63M | Buy |
14,995
+2,662
| +22% | +$499K | 0.17% | 123 |
|
|
2024
Q3 | $2.59M | Buy |
12,333
+1,877
| +18% | +$350K | 0.19% | 104 |
|
|
2024
Q2 | $1.85M | Sell |
10,456
-379
| -3% | -$77.3K | 0.15% | 114 |
|
|
2024
Q1 | $2.57M | Buy |
10,835
+591
| +6% | +$127K | 0.19% | 90 |
|
|
2023
Q4 | $1.99M | Buy |
10,244
+536
| +6% | +$97.2K | 0.14% | 120 |
|
|
2023
Q3 | $1.83M | Buy |
9,708
+1,647
| +20% | +$318K | 0.16% | 105 |
|
|
2023
Q2 | $1.47M | Buy |
8,061
+71
| +0.9% | +$12.6K | 0.12% | 128 |
|
|
2023
Q1 | $1.47M | Buy |
7,990
+771
| +11% | +$140K | 0.13% | 124 |
|
|
2022
Q4 | $1.18M | Buy |
7,219
+1,098
| +18% | +$171K | 0.09% | 143 |
|
|
2022
Q3 | $777K | Buy |
6,121
+4
| +0.1% | +$629 | 0.08% | 174 |
|
|
2022
Q2 | $952K | Buy |
6,117
+1,125
| +23% | +$184K | 0.1% | 156 |
|
|
2022
Q1 | $891K | Buy |
4,992
+1,702
| +52% | +$278K | 0.08% | 162 |
|
|
2021
Q4 | $462K | Buy |
3,290
+534
| +19% | +$81.6K | 0.04% | 233 |
|
|
2021
Q3 | $485K | Buy |
2,756
+305
| +12% | +$55.6K | 0.05% | 193 |
|
|
2021
Q2 | $475K | Buy |
2,451
+315
| +15% | +$64.6K | 0.05% | 178 |
|
|
2021
Q1 | $447K | Sell |
2,136
-33
| -2% | -$6.96K | 0.05% | 162 |
|
|
2020
Q4 | $441K | Buy |
2,169
+97
| +5% | +$16.3K | 0.06% | 146 |
|
|
2020
Q3 | $288K | Sell |
2,072
-2
| -0.1% | -$313 | 0.04% | 168 |
|
|
2020
Q2 | $342K | Buy |
2,074
+169
| +9% | +$23.2K | 0.05% | 138 |
|
|
2020
Q1 | $199K | Buy |
1,905
+264
| +16% | +$49.3K | 0.03% | 179 |
|
|
2019
Q4 | $344K | Sell |
1,641
-444
| -21% | -$89K | 0.05% | 134 |
|
|
2019
Q3 | $421K | Buy |
2,085
+13
| +0.6% | +$2.69K | 0.06% | 130 |
|
|
2019
Q2 | $431K | Buy |
2,072
+119
| +6% | +$23.9K | 0.06% | 116 |
|
|
2019
Q1 | $375K | Buy |
1,953
+54
| +3% | +$9.13K | 0.06% | 127 |
|
|
2018
Q4 | $266K | Sell |
1,899
-135
| -7% | -$22.2K | 0.19% | 60 |
|
|
2018
Q3 | $408K | Sell |
2,034
-39
| -2% | -$7.48K | 0.1% | 102 |
|
|
2018
Q2 | $395K | Buy |
+2,073
| New | +$361K | 0.27% | 56 |
|
|
2018
Q1 | – | Sell |
-1,950
| Closed | -$275K | – | 709 |
|
|
2017
Q4 | $275K | Sell |
1,950
-17
| -0.9% | -$2.13K | 0.05% | 130 |
|
|
2017
Q3 | $221K | Buy |
+1,967
| New | +$213K | 0.03% | 249 |
|
|
2017
Q1 | – | Sell |
-40
| Closed | -$5K | – | 841 |
|
|
2016
Q4 | $5K | Hold |
40
| – | – | ﹤0.01% | 634 |
|
|
2016
Q3 | $5K | Buy |
40
+25
| +167% | +$2.45K | ﹤0.01% | 613 |
|
|
2016
Q2 | $1K | Sell |
15
-25
| -63% | -$2.23K | ﹤0.01% | 786 |
|
|
2016
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 677 |
|
|
2015
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 680 |
|
|
2015
Q3 | $4K | Buy |
+40
| New | +$3.98K | ﹤0.01% | 649 |
|
|
2015
Q2 | – | Sell |
-40
| Closed | -$4K | – | 736 |
|
|
2015
Q1 | $4K | Buy |
+40
| New | +$4.04K | ﹤0.01% | 701 |
|
Other funds holding WEX
IC
PCM
LWCFA
Zions Bancorporation's WEX Position: Q4 2024 in Review
Zions Bancorporation increased its WEX (WEX) stake by 22% in Q4 2024, buying an estimated $499K and bringing the position to 14,995 shares worth $2.63M. The position accounts for 0.17% of the portfolio, ranked #123.
Zions Bancorporation first reported a position in WEX in Q1 2015 and has held it in 36 quarters since. 430 funds tracked by Wall St. Rank hold WEX as of Q4 2024.
- Zions Bancorporation held 14,995 shares of WEX worth $2.63M as of Q4 2024.
- Zions Bancorporation bought 2,662 WEX shares in Q4 2024, an estimated $499K.
- WEX made up 0.17% of Zions Bancorporation's portfolio in Q4 2024, its #123 holding.
- Zions Bancorporation first reported a position in WEX in Q1 2015 and has held it in 36 quarters since.
- 430 funds tracked by Wall St. Rank held WEX as of Q4 2024.
Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.