Stock Ideas
Stocks
Funds
Screener
Sectors
Watchlists
WEX

WEX - WEX Inc Stock Price, Fair Value and News

184.62USD-0.69 (-0.37%)Market Closed

Which funds bought or sold WEX recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2024-07-18Asset Management One Co., Ltd.SOLD OFF Premium Premium Premium Premium-
2024-07-18Blue Trust, Inc.ADDED Premium Premium Premium Premium228
2024-07-18Portside Wealth Group, LLCADDED Premium Premium Premium Premium2,936
2024-07-17KBC Group NVADDED Premium Premium Premium Premium1,050
2024-07-17Robbins FarleyUNCHANGED Premium Premium Premium Premium7.00
2024-07-17WEST PACES ADVISORS INC.UNCHANGED Premium Premium Premium Premium17.00
2024-07-17LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAADDED Premium Premium Premium Premium914,250
2024-07-16OAK RIDGE INVESTMENTS LLCREDUCED Premium Premium Premium Premium16,674
2024-07-16AdvisorNet Financial, IncREDUCED Premium Premium Premium Premium74.00
2024-07-16Diversified Trust CoNEW Premium Premium Premium Premium1,802
2024-07-16WEALTH ENHANCEMENT ADVISORY SERVICES, LLCREDUCED Premium Premium Premium Premium3,877
2024-07-16IAG Wealth Partners, LLCNEW Premium Premium Premium Premium9.00
2024-07-16SJS Investment Consulting Inc.REDUCED Premium Premium Premium Premium7.00
2024-07-16V-Square Quantitative Management LLCSOLD OFF Premium Premium Premium Premium-
2024-07-16Envestnet Portfolio Solutions, Inc.REDUCED Premium Premium Premium Premium1,333
2024-07-16TOTH FINANCIAL ADVISORY CORPNEW Premium Premium Premium Premium6.00
2024-07-15SECURIAN ASSET MANAGEMENT, INCREDUCED Premium Premium Premium Premium3,342
2024-07-15Bangor Savings BankUNCHANGED Premium Premium Premium Premium380
2024-07-15JFS WEALTH ADVISORS, LLCADDED Premium Premium Premium Premium21.00
2024-07-15Wedmont Private CapitalNEW Premium Premium Premium Premium1,160
2024-07-12BALDWIN BROTHERS LLC/MANEW Premium Premium Premium Premium2.00
2024-07-12WEBSTER BANK, N. A.UNCHANGED Premium Premium Premium Premium25.00
2024-07-12SG Americas Securities, LLCNEW Premium Premium Premium Premium2,201
2024-07-12Bath Savings Trust CoREDUCED Premium Premium Premium Premium26,393
2024-07-12Financial Management Professionals, Inc.UNCHANGED Premium Premium Premium Premium11.00

Rows per page:

1–25 of 515

Which funds are the top buyers of WEX?

Fund Name# Shares$ Value% Port.
VANGUARD GROUP INC4,108,780975,958,000 0.02%
JANUS HENDERSON GROUP PLC4,088,580971,159,000 0.53%
BlackRock Inc.3,855,560915,812,000 0.02%
WELLINGTON MANAGEMENT GROUP LLP2,782,600660,951,000 0.12%
Impactive Capital LP2,105,950500,226,000 18.91%
MORGAN STANLEY1,956,200464,656,000 0.04%
PAR CAPITAL MANAGEMENT INC1,850,000439,430,000 13.67%
ATLANTA CAPITAL MANAGEMENT CO L L C1,644,880208,801,000 0.93%
STATE STREET CORP1,268,760301,368,000 0.01%
FMR LLC1,101,710261,690,000 0.02%

Rows per page:

1–10 of 98

Which funds have put a big percent of portfolio in WEX?

Fund Name$ Value% Port.
Impactive Capital LP500,226,000 18.91%
PAR CAPITAL MANAGEMENT INC439,430,000 13.67%
Incline Global Management LLC15,817,100 5.02%
Freshford Capital Management, LLC29,246,400 4.35%
WISCONSIN CAPITAL MANAGEMENT LLC6,922,810 3.63%
Roubaix Capital, LLC5,600,010 3.54%
LYRICAL ASSET MANAGEMENT LP209,960,000 3.12%
Long Road Investment Counsel, LLC6,318,000 2.65%
Premier Fund Managers Ltd59,501,000 2.36%
River Road Asset Management, LLC156,295,000 2.11%

Rows per page:

1–10 of 100

Trend of No. of funds that hold WEX

Changes in Positions

Investor Breakout

Investor Churn (# Increased Holdings)

New Buys

Fund Name$ Bought
LYRICAL ASSET MANAGEMENT LP209,960,000
Penserra Capital Management LLC15,368,000
Trexquant Investment LP8,281,960
Dana Investment Advisors, Inc.7,363,190
Swedbank AB6,253,040
Amalgamated Financial Corp.5,831,000
ROYCE & ASSOCIATES LP4,505,940
CHASE INVESTMENT COUNSEL CORP3,646,000