ATLANTA CAPITAL MANAGEMENT CO L L C WEX — WEX INC COM

Ownership history in ATLANTA CAPITAL MANAGEMENT CO L L C  ·  40 quarters on record

AI Ownership Summary

ATLANTA CAPITAL MANAGEMENT CO L L C reported WEX INC COM (WEX) in 40 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ATLANTA CAPITAL MANAGEMENT CO L L C's position in WEX INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
40 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ATLANTA CAPITAL MANAGEMENT CO L L C held WEX — position size vs. price
% of Fund (quarterly)    WEX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ATLANTA CAPITAL MANAGEMENT CO L L C and WEX

These are the practical questions this page is built to answer before you even open the full history table.

How long has ATLANTA CAPITAL MANAGEMENT CO L L C reported owning WEX?

ATLANTA CAPITAL MANAGEMENT CO L L C reported WEX across 0 quarterly 13F filings.

What was the largest reported WEX position in ATLANTA CAPITAL MANAGEMENT CO L L C's portfolio?

This page shows the quarter-by-quarter portfolio weight history for WEX in ATLANTA CAPITAL MANAGEMENT CO L L C.

What is the latest reported WEX position on this page?

The most recent filing on this page is 2022 Q3, when ATLANTA CAPITAL MANAGEMENT CO L L C reported 1,644,877 shares, equal to 0.93% of portfolio, with an estimated market value of $208.8M.

What does the chart on this WEX ownership page compare?

The chart compares ATLANTA CAPITAL MANAGEMENT CO L L C's quarterly WEX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ATLANTA CAPITAL MANAGEMENT CO L L C time their WEX position?

Based on 13F filing dates vs. subsequent WEX price moves, ATLANTA CAPITAL MANAGEMENT CO L L C correctly timed 21 out of 39 reported position changes (54%). The annualised alpha on WEX relative to SPY over the holding period was -3.7%.

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