Current Value of Holding

$467 Thousand

Shares

3.68 Thousand

% of Portfolio

0.01%

Average Buy Price

$215

Avg closing price
Price range

11 Chuck Royce WEX Trades

Chuck Royce's position in WEX is currently worth $467 Thousand. That's 0.01% of their equity portfolio (686th largest holding). The first WEX trade was made in Q4 2018. Since then Chuck Royce bought shares three more times and sold shares on seven occasions. The investor's estimated purchase price is $792 Thousand, resulting in a loss of 41%.

Avg closing price
Price range
Sold 63.1% shares (-6.29 Thousand shares) Q1 2025
Avg closing price $164.99
Price range $148.37 - $186.88
Sold 47.4% shares (-9 Thousand shares) Q3 2024
Avg closing price $186.30
Price range $168.01 - $209.77
New holding (+19 Thousand shares) Q1 2024
Avg closing price $215.19
Price range $194.40 - $237.53
Sold -3.8 Thousand shares Q4 2020
Avg closing price $168.23
Price range $126.00 - $204.76
Sold 51.9% shares (-4.1 Thousand shares) Q3 2020
Avg closing price $156.71
Price range $137.84 - $170.27
Increased shares by 1216.7% (+7.3 Thousand shares) Q1 2020
Avg closing price $186.68
Price range $83.23 - $235.13
Sold 76.9% shares (-2 Thousand shares) Q4 2019
Avg closing price $200.54
Price range $189.18 - $209.46
Sold 48.2% shares (-2.42 Thousand shares) Q3 2019
Avg closing price $207.14
Price range $188.85 - $221.02
Sold 47.2% shares (-4.49 Thousand shares) Q2 2019
Avg closing price $201.24
Price range $185.96 - $210.30
Increased shares by 31.9% (+2.3 Thousand shares) Q1 2019
Avg closing price $168.97
Price range $134.58 - $191.99
New holding (+7.2 Thousand shares) Q4 2018
Avg closing price $164.60
Price range $131.35 - $199.87

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