Ownership history in Spire Wealth Management Β· 18 quarters on record
This page tracks every 13F SEC filing in which Spire Wealth Management reported a position in WEX INC (WEX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Spire Wealth Management underperformed the S&P 500 by β12.5% annually on this WEX position. Timing score: 30% (3/10 decisions correct). Average cost basis: $191.55. Maximum drawdown during holding period: β38.2%.
β Significantly underperformed the S&P 500 by 12.5% ann.
17 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 10 add/trim decisions correct
Best entry: $155.56 (2022 Q2) Β· Worst: $193.90 (2021 Q2)
πͺ Held through 2 major drawdowns (>20%).
4 adds Β· 7 trims. Bought during 2 of 9 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size