A detailed history of Captrust Financial Advisors transactions in Wex Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 1,194 shares of WEX stock, worth $213,439. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,194
Previous 2,396 50.17%
Holding current value
$213,439
Previous $569,000 62.92%
% of portfolio
0.0%
Previous 0.0%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$169.4 - $242.22 $203,618 - $291,148
-1,202 Reduced 50.17%
1,194 $211,000
Q1 2024

May 15, 2024

SELL
$194.4 - $237.53 $1.06 Million - $1.3 Million
-5,456 Reduced 69.49%
2,396 $569,000
Q4 2023

Feb 14, 2024

BUY
$163.32 - $196.49 $166,749 - $200,616
1,021 Added 14.95%
7,852 $1.53 Million
Q3 2023

Nov 14, 2023

SELL
$181.33 - $202.96 $695,400 - $778,351
-3,835 Reduced 35.96%
6,831 $1.28 Million
Q2 2023

Aug 14, 2023

BUY
$165.85 - $191.39 $814,655 - $940,107
4,912 Added 85.37%
10,666 $1.94 Million
Q1 2023

May 15, 2023

SELL
$160.8 - $201.27 $250,044 - $312,974
-1,555 Reduced 21.28%
5,754 $1.06 Million
Q4 2022

Feb 15, 2023

BUY
$134.53 - $171.36 $6,726 - $8,568
50 Added 0.69%
7,309 $1.2 Million
Q3 2022

Nov 16, 2022

BUY
$126.67 - $170.64 $736,332 - $991,930
5,813 Added 402.01%
7,259 $921,000
Q2 2022

Aug 23, 2022

SELL
$149.61 - $177.28 $936,558 - $1.11 Million
-6,260 Reduced 81.24%
1,446 $225,000
Q2 2022

Aug 16, 2022

BUY
$149.61 - $177.28 $863,548 - $1.02 Million
5,772 Added 298.45%
7,706 $1.2 Million
Q1 2022

May 16, 2022

BUY
$143.6 - $182.08 $47,962 - $60,814
334 Added 20.88%
1,934 $345,000
Q4 2021

Feb 14, 2022

SELL
$123.68 - $196.26 $107,106 - $169,961
-866 Reduced 35.12%
1,600 $225,000
Q3 2021

Nov 16, 2021

BUY
$164.23 - $202.85 $26,605 - $32,861
162 Added 7.03%
2,466 $434,000
Q2 2021

Aug 16, 2021

SELL
$187.76 - $229.02 $131,056 - $159,855
-698 Reduced 23.25%
2,304 $447,000
Q1 2021

May 17, 2021

BUY
$187.22 - $230.0 $90,427 - $111,090
483 Added 19.17%
3,002 $628,000
Q4 2020

Feb 16, 2021

BUY
$126.0 - $204.76 $13,734 - $22,318
109 Added 4.52%
2,519 $513,000
Q3 2020

Nov 17, 2020

BUY
$137.84 - $170.27 $142,664 - $176,229
1,035 Added 75.27%
2,410 $338,000
Q2 2020

Aug 14, 2020

BUY
$93.17 - $180.49 $35,404 - $68,586
380 Added 38.19%
1,375 $224,000
Q1 2020

May 15, 2020

SELL
$83.23 - $235.13 $10,320 - $29,156
-124 Reduced 11.08%
995 $93,000
Q4 2019

Feb 14, 2020

BUY
$189.18 - $209.46 $208,098 - $230,406
1,100 Added 5789.47%
1,119 $239,000
Q4 2018

Feb 13, 2019

BUY
$131.35 - $199.87 $262 - $399
2 Added 11.76%
19 $3,000
Q3 2018

Nov 15, 2018

SELL
$180.63 - $200.76 $8,489 - $9,435
-47 Reduced 73.44%
17 $3,000
Q2 2018

Aug 13, 2018

SELL
$152.55 - $192.54 $14,492 - $18,291
-95 Reduced 59.75%
64 $12,000
Q1 2018

May 15, 2018

SELL
$135.52 - $160.9 $677 - $804
-5 Reduced 3.05%
159 $25,000
Q4 2017

Feb 14, 2018

BUY
$111.98 - $141.23 $18,364 - $23,161
164
164 $23,000

Others Institutions Holding WEX

About WEX Inc.


  • Ticker WEX
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 43,593,100
  • Market Cap $7.79B
  • 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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