WEX WEX INC COM

Ownership history in Advisory Services Network, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in WEX INC COM (WEX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2018 Q1)
Avg. % of fund
0.01%
First filed
2017 Q2
Last filed
2025 Q3
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 956 -1,399 -59.4% 0.00% $151K $157.53
2024 Q3 UNCHANGED 2,355 0% 0.01% $417K $209.73
2024 Q2 ADDED 2,355 +59 +2.6% 0.01% $417K $177.14
2024 Q1 ADDED 2,296 +1,855 +420.6% 0.01% $545K $237.53
2023 Q4 REDUCED 441 -11 -2.4% 0.00% $86K $194.55
2023 Q1 UNCHANGED 452 0% 0.00% $83K $183.89
2022 Q4 REDUCED 452 -910 -66.8% 0.00% $74K $163.65
2021 Q2 ADDED 1,362 +919 +207.4% 0.01% $264K $193.90
2020 Q4 REDUCED 443 -52 -10.5% 0.00% $90K $203.53
2020 Q3 REDUCED 495 -8 -1.6% 0.00% $69K $138.97
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WEX price (monthly, adj. close)
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