Cary Street Partners Investment Advisory LLC Wex Inc. Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$181.33 - $202.96 $50,409 - $56,422	278 Added 896.77%	309 $58,000
Q1 2023 May 12, 2023	BUY	$160.8 - $201.27 $2,412 - $3,019	15 Added 93.75%	31 $5,000
Q4 2022 Feb 14, 2023	BUY	$134.53 - $171.36 $2,152 - $2,741	16 New	16 $2,000

Others Institutions Holding WEX

# of Institutions

463

Shares Held

41.8M

Call Options Held

519K

Put Options Held

15.6K

Janus Henderson Group PLC London, X0

4.16M
Shares

$724 Million
0.47% of portfolio
Vanguard Group Inc Valley Forge, PA

3.85M
Shares

$669 Million
0.01% of portfolio
Black Rock Inc. New York, NY

3.72M
Shares

$646 Million
0.02% of portfolio
Wellington Management Group LLP Boston, MA

2.61M
Shares

$453 Million
0.1% of portfolio
Morgan Stanley New York, NY

2.27M
Shares

$394 Million
0.04% of portfolio

View Full List

About WEX Inc.

Ticker WEX
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 43,593,100
Market Cap $7.58B
Description
WEX Inc. provides financial technology services in the United States and internationally. It operates through three segments: Fleet Solutions, Travel and Corporate Solutions, and Health and Employee Benefit Solutions. The Fleet Solutions segment offers fleet vehicle payment processing services. Its services include customer, account activation, ...

More about WEX

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