Creative Planning Wex Inc. Transaction History

Creative Planning

$90.1 Billion
Q1 2024

A detailed history of Creative Planning transactions in Wex Inc. stock. As of the latest transaction made, Creative Planning holds 76,435 shares of WEX stock, worth $13.5 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

76,435

Previous 77,311 1.13%

Holding current value

$13.5 Million

Previous $15 Million 20.71%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$194.4 - $237.53 $170,294 - $208,076	-876 Reduced 1.13%	76,435 $18.2 Million
Q4 2023 Feb 14, 2024	SELL	$163.32 - $196.49 $10.8 Million - $13 Million	-66,391 Reduced 46.2%	77,311 $15 Million
Q3 2023 Nov 16, 2023	BUY	$181.33 - $202.96 $13.7 Million - $15.3 Million	75,476 Added 110.63%	143,702 $27 Million
Q2 2023 Jul 21, 2023	BUY	$165.85 - $191.39 $159,547 - $184,117	962 Added 1.43%	68,226 $12.4 Million
Q1 2023 May 15, 2023	BUY	$160.8 - $201.27 $7.98 Million - $9.99 Million	49,653 Added 281.94%	67,264 $12.4 Million

Q4 2022 Feb 10, 2023	BUY	$134.53 - $171.36 $2.37 Million - $3.02 Million	17,611 New	17,611 $2.88 Million
Q2 2022 Aug 15, 2022	SELL	$149.61 - $177.28 $14,063 - $16,664	-94 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$143.6 - $182.08 $375,657 - $476,321	-2,616 Reduced 96.53%	94 $17,000
Q4 2021 Feb 11, 2022	BUY	$123.68 - $196.26 $193,064 - $306,361	1,561 Added 135.86%	2,710 $380,000
Q3 2021 Nov 10, 2021	SELL	$164.23 - $202.85 $10,510 - $12,982	-64 Reduced 5.28%	1,149 $202,000
Q2 2021 Aug 04, 2021	BUY	$187.76 - $229.02 $227,752 - $277,801	1,213 New	1,213 $235,000
Q3 2020 Nov 05, 2020	SELL	$137.84 - $170.27 $195,043 - $240,932	-1,415 Closed	0 $0
Q2 2020 Jul 23, 2020	BUY	$93.17 - $180.49 $131,835 - $255,393	1,415 New	1,415 $233,000

Others Institutions Holding WEX

# of Institutions

452

Shares Held

41.6M

Call Options Held

370K

Put Options Held

42.6K

View Full List

About WEX Inc.

Ticker WEX
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 43,593,100
Market Cap $7.72B
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, ...

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Creative Planning Wex Inc. Transaction History