SageView Advisory Group »

Wright Express shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Wright Express (WEX) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Wright Express

Tip: Access up to 7 years of quarterly data

All positions including Wright Express held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wright Express by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $904k 16k 57.96
2023-12-31 $209k 995 209.59
2023-09-30 $295k 1.6k 188.09
2023-06-30 $276k 1.5k 182.07
2023-03-31 $266k 1.4k 183.89
2022-12-31 $229k 1.4k 163.65

More positions owned by SageView Advisory Group

Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Flexshares Tr Mstar Emkt Fac (TLTE)
Apple (AAPL)
Mission Produce (AVO)
Ishares Tr Mortge Rel Etf (REM)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for SageView Advisory Group

Top funds holding Wright Express

Vanguard Group
Henderson Group
BlackRock
Wellington Management Company
Impactive Capital
Morgan Stanley
Par Capital Management
FMR
Lyrical Asset Management
Loring Wolcott Coolidge Fa
Jpmorgan Chase & Co
Bessemer
Bank of America Corporation
Geode Capital Management
River Road Asset Management

View all funds holding Wright Express